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
Itasca Wealth Management, LLC
By the Numbers
-
Total Assets Under Management22MILLION
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Total Number of Accounts20ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MN
Financial Advisors at Itasca Wealth Management, LLC
1
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.
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