Investment adviser · CRD 286389
CALHOUN FINANCIAL PLANNING AND MANAGEMENT
Investment adviser filing (IA)
CALHOUN WEALTH MANAGEMENT, LLC
MINNEAPOLIS, MN, United States · Form ADV filed Mar 28, 2018
- Regulatory AUM
- $37M Form ADV · Item 5.F
- Client accounts
- 239 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 105 | $28,000,000 | 75.7% |
| High-net-worth individuals | 5 | $9,000,000 | 24.3% |
Filing source
Form ADV 1199932 · Mar 28, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
333 WASHINGTON AVE N, SUITE 415MINNEAPOLIS, MN, 55401, United States
CRD 286389
Filing source
Form ADV 1199932 · Mar 28, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.