# Twin Cities Wealth Strategies

Twin Cities Wealth Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/danamenard

## Regulatory record

- **CRD number:** 286372
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286372

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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