Be advised. This firm is no longer registered.

Personal Wealth Partners LLC

Personal Wealth Partners LLC (CRD# 172055) is a financial advisory firm headquartered in Bloomington, MN. They manage $631,337,089 in 1,857 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    631
    MILLION
  • Total Number of Accounts
    1,857
    ACCOUNTS
  • Average Account Value
    $339,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI

Financial Advisors at Personal Wealth Partners LLC
No Advisor Found.
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