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CALHOUN FINANCIAL PLANNING AND MANAGEMENT
CALHOUN WEALTH MANAGEMENT, LLC
CRD 286389 · SEC 801-108941
333 WASHINGTON AVE N, SUITE 300, MINNEAPOLIS, MN, 55401, United States
Phone
952-297-5840
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$57.0M
Discretionary AUM
$57.0M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $17.0M |
| High net worth individuals | 30 | $40.0M |
Official SEC filing: View on IAPD