# Ulland Investment Advisors

Ulland Investment Advisors is a Bank / Wealth / Trust based in Minneapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** ullandinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/ulland-investment-advisors

## Regulatory record

- **CRD number:** 109610
- **SEC file number:** 801-57473
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109610

## About

Founded in 1997 and headquartered in Minneapolis, Ulland Investment Advisors operates as an independent registered investment advisor. The firm provides financial planning, portfolio management, and investment advisory services to individuals, pension plans, trusts, and corporations, reflecting a diversified client base that spans both private wealth and smaller institutional pools. Ulland's investment approach centers on constructing multi-asset portfolios that incorporate equities, fixed income, and alternative allocations where suitable. While specific fund structures are not publicly detailed, the firm's registration as a wealth manager typically implies a mix of direct security management and access to external fund managers. Team size and total assets under management are not publicly disclosed by the firm. Ulland maintains a single office in Minneapolis with no known adjacent vehicles such as philanthropic foundations or club memberships that have been publicly documented. No dated operational events from the past 24 months are available in the public record. Ulland's structural distinction lies in its position as an independent advisor in a market dominated by large bank-owned wealth platforms, offering a fiduciary model that separates advice from product manufacturing — an architecture that aligns incentives with client-specific outcomes rather than corporate distribution goals.

## Questions

### What is Ulland Investment Advisors' known posture on alternative investments?

Specific allocations to private equity, venture capital, hedge funds, or real assets are not publicly detailed. Wealth managers of Ulland's vintage and client profile commonly offer access to liquid alternatives and select private fund vehicles, but Ulland's current alternative investment posture is not documented in available public sources.

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Last updated: 2026-08-11T02:43:31.692Z

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