MERISTEM FAMILY WEALTH, LLC

MERISTEM FAMILY WEALTH
MINNETONKA, Minnesota·13 registered advisors·CRD# 109141
SEC# 801-571263952-835-2577
01

Firm Overview

AUM
$5.4B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at MERISTEM FAMILY WEALTH, LLC

13 registered advisors
Andrew Alan Ohman
MINNETONKA, Minnesota
Anne Catherine Novak
MINNETONKA, Minnesota
Charles Joseph Maxwell
MINNETONKA, Minnesota
David John Legus
MINNETONKA, Minnesota
Gregory Joseph Laughlin
MINNETONKA, Minnesota
James Michael Robbins
MINNETONKA, Minnesota
James Paul Sioris
MINNETONKA, Minnesota
Jon Kenneth Crow
MINNETONKA, Minnesota
Michael David Benson
MINNETONKA, Minnesota
ChFC
Patrick Ryan Regan
MINNETONKA, Minnesota
Patrick Spencer Siering
MINNETONKA, Minnesota
Phillip Jeffrey Strohm
MINNETONKA, Minnesota
Renay Helen Henderson
MINNETONKA, Minnesota
05

Office Locations

MINNETONKA, Minnesota
13 advisors

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Data sourced from SEC Form ADV filings. MERISTEM FAMILY WEALTH, LLC (CRD# 109141) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.