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NEPSIS, INC.

CRD 141203 · SEC 801-67023

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TWO MERIDIAN CROSSINGS, SUITE 400, MINNEAPOLIS, MN, 55423, United States

Phone

952-746-2003

Fax

952-726-2006

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$344.5M

Discretionary AUM

$344.5M

Team

37 total employees; 18 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; FEES FOR RESEARCH SERVICES

Org form

Corporation

Filing date

2026-02-04

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals494$120.7M
High net worth individuals96$222.5M

States served

AZ, CA, CO, ID, IL, IN, IA, LA, MN, NE, NY, NC, TN, WI, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD