PERSONAL WEALTH PARTNERS LLC
CRD #172055 SEC #801-80198 BLOOMINGTON, MN 952-955-9781
SEC Registered
Total AUM
$631.3M
Discretionary
$631.3M
Employees
16
Clients
251
Accounts
1,857
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2022
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STEICHEN, DANIEL, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 19, 2022 REGISTERED
Notice Filings (14)
AZ CA CO FL IA IL LA MN MT ND NH TX WA WI
Address
7900 INTERNATIONAL DRIVESUITE 510
BLOOMINGTON, MN 55425
United States
Phone: 952-955-9781