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Twin Cities Wealth Strategies
TWIN CITIES WEALTH STRATEGIES, INC. is a state-registered investment adviser in MAPLE GROVE, MN. The firm manages $29 million in assets, with $25 million on...
Overview
TWIN CITIES WEALTH STRATEGIES, INC. is a state-registered investment adviser in MAPLE GROVE, MN. The firm manages $29 million in assets, with $25 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
What services does Twin Cities Wealth Strategies offer?
The firm provides financial planning, investment management, portfolio construction, risk management, and retirement planning. It claims no publicly visible specialization in a single asset class or sector; service descriptions appear general for an RIA (per the firm's regulatory filings).
Who owns Twin Cities Wealth Strategies?
Ownership structure is not publicly disclosed. The firm is registered as a corporation in Minnesota, but principals or shareholders are not named in available public records.
What is the firm's minimum investment requirement?
Twin Cities Wealth Strategies does not publicly disclose a minimum account size. Many RIAs in its peer group require $1M+ in investable assets, but this is not confirmed for this firm.
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