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TWIN CITIES WEALTH STRATEGIES, INC.
CRD 286372
11670 FOUNTAINS DRIVE, SUITE 200, MAPLE GROVE, MN, 55369, United States
Phone
(763) 445-2772
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.5M
Discretionary AUM
$25.5M
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $21.5M |
| High net worth individuals | 8 | $8.0M |
All web addresses on file
Official SEC filing: View on IAPD