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UNDERDOG WEALTH MANAGEMENT, LLC
CRD 152998 · SEC 801-136619
13762 REIMER DRIVE N, MAPLE GROVE, MN, 55311, United States
Phone
763-497-3000
Fax
763-322-5027
Registration
— (—)
Source
State registered
Total AUM
$111.9M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; COMMISSIONS FOR INSURANCE PRODUCTS
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 349 | $51.1M |
| High net worth individuals | 53 | $54.5M |
| Pension/profit sharing plans | 6 | $6.4M |
All web addresses on file
Official SEC filing: View on IAPD