Itasca Wealth Management, LLC

Itasca Wealth Management, LLC (CRD# 176512) is a financial advisory firm headquartered in , . They manage $21,599,695 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://itascawealthmanagement.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,079,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MN

Financial Advisors at Itasca Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Bruce, financial advisor Wayzata MN
Richard R. Bruce
CRD#: 1314936
Wayzata, MN

Richard Bruce (CRD# 1314936) is an Investment Advisor Representative working at Itasca Wealth Management, LLC in Wayzata, MN and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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