Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/13/2020
ADV Location BLOOMINGTON, MN, United States
Contact Info 866 xxxxxxx
Websites
AUM* 76,763,198 86%
of that, discretionary 76,763,198 86%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 560,315 3%
% High Net Worth 13.14% -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

77M 66M 55M 44M 33M 22M 11M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SHEETS SMITH INVESTMENT MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM129.7m #Funds-
Adviser GEM ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM628.1m #Funds-
Adviser GOODSTEIN WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM114.2m #Funds-
Adviser REA WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM892.3m #Funds-
Adviser WESTWIND CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM795.9m #Funds-
Adviser BOYCE & ASSOCIATES WEALTH CONSULTING, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM244.6m #Funds-
Adviser THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM191.5m #Funds-
Adviser CAPITAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM7.4b #Funds-
Adviser SWEENEY & MICHEL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM752.6m #Funds-
Adviser ALSWORTH CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM116.7m #Funds-