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PARATUS WEALTH MANAGEMENT, LLC
CRD 137103
1850 W WAYZATA BLVD, SUITE 260, LONG LAKE, MN, 55356, United States
Phone
952-345-6895
Fax
952-881-8430
Registration
— (—)
Source
State registered
Total AUM
$72.0M
Discretionary AUM
$72.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $9.0M |
| High net worth individuals | 16 | $63.0M |
All web addresses on file
Official SEC filing: View on IAPD