Investment adviser · CRD 158718
POLARIS WEALTH ADVISORY GROUP
Investment adviser filing (IA)
POLARIS WEALTH ADVISORY GROUP, LLC
SAN RAFAEL, CA, United States · Form ADV filed Apr 25, 2023
- Regulatory AUM
- $1.51B Form ADV · Item 5.F
- Client accounts
- 4,317 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 27 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 |
|---|---|---|---|
| High-net-worth individuals | 308 | $816,198,947 | 54.1% |
| Individuals | 1,076 | $674,649,050 | 44.7% |
| Corporations & businesses | 6 | $10,557,518 | 0.7% |
| Retirement plans | 5 | $7,563,335 | 0.5% |
Filing source
Form ADV 1756094 · Apr 25, 2023 · 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: Apr 25, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
824 E ST.SAN RAFAEL, CA, 94901, United States
CRD 158718
Filing source
Form ADV 1756094 · Apr 25, 2023 · 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.