Bank / Wealth / Trust

Updated:

Priebe Wealth

Priebe Wealth was founded in 2020 in Maple Grove, Minnesota, building its identity on a proprietary financial-planning framework branded 'Your Due North.' The...

Priebe Wealth logo

Priebe Wealth

Priebe Wealth was founded in 2020 in Maple Grove, Minnesota, building its identity on a proprietary financial-planning framework branded 'Your Due North.' The firm presents itself as a corrective to fragmented financial lives, organizing tax planning, retirement management, and portfolio construction under a single advisory roof. The founding team built the practice around four stated principles: integrity, ethics, education, and exceptional service. The firm manages discretionary portfolios for individual clients while also offering pension consulting and retirement plan management. Its service model combines financial planning with ongoing portfolio management — a structure that pushes it beyond episodic advice into continuous asset oversight. The website emphasizes a goal-linkage methodology: every allocation decision is tied to a client's stated 'ideal future,' a framing that suggests a goals-based rather than benchmark-relative investment philosophy. No named portfolio holdings, fund vehicles, or specific strategy allocations are publicly disclosed. Priebe Wealth operates from a single office in Maple Grove, with no additional locations or publicly named team members captured in available records. The firm has not disclosed assets under management, total client relationships, or deployment figures. No adjacent philanthropic vehicles, operating businesses, or peer-network memberships are noted in its public footprint. Unlike multi-family offices that pool capital or RIAs that bolt onto broker-dealer platforms, Priebe Wealth's structure appears deliberately narrow — a single-location, planning-led discretionary manager that avoids product manufacturing and institutional-scale aggregation. Its website discloses no external capital partners, third-party platform relationships, or co-investment structures, suggesting a deliberately contained fiduciary architecture.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Maple Grove

Corporate office

Maple Grove, MN, United States

Frequently asked questions

What services does Priebe Wealth offer?

Priebe Wealth provides discretionary portfolio management, financial planning, tax planning, pension consulting, and retirement management. The firm's stated goal is to integrate all components of a client's financial picture into one coordinated plan. No separate divisions or product-specific teams are disclosed publicly.

How does Priebe Wealth construct client portfolios?

The firm describes a goals-based approach centered on its 'Your Due North' framework, where allocations are tied to each client's defined 'ideal future.' No specific asset-allocation models, fund menus, or strategy weightings are publicly available. The methodology emphasizes consolidation of fragmented financial accounts rather than a unique tactical investment edge.

Who runs investment decisions at Priebe Wealth?

Priebe Wealth has not publicly named any principals, advisors, or investment-committee members. The firm's website refers to 'our advisors' collectively but provides no individual biographies, professional backgrounds, or decision-making hierarchy. Without named operators, the investment-decision structure remains opaque.

Does Priebe Wealth participate in any external advisor networks or platforms?

No external networks, broker-dealer affiliations, or platform relationships are disclosed. The firm's website presents it as a self-contained practice with no mention of third-party partnerships, TAMP relationships, or peer-advisory memberships. Its custody and clearing arrangements, if any, are not publicly identified.

Is Priebe Wealth's AUM publicly disclosed?

No. The firm has not published assets under management, client household count, or aggregate deployment figures. Without a disclosed AUM or a named team, the scale of its advisory book cannot be independently verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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