HNW client percentage for Independent firms serving clients in South Dakota

Independent firms active in South Dakota 27 firms

Very Low 0%-8%

Low 8%-12%

Typical 12%-24%

High 24%-33%

Very High 33%-69%

5th 20th 40th 60th 80th 95th

Median: 20%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Lapistone Advisors LLC	—	—	—	—
Malcolm Capital Management LLC	—	—	—	—
Tallgrass Wealth Management, Inc.	—	—	—	—
Wealthier Way, LLC	—	—	—	—
Spar Wealth Management LLC	Very High 33%	2	6	$370K
Shidoosh Wealth Management LLC	Typical 22%	2	9	$1.4M
Castellum Capital Management LLC	Very High 75%	9	12	$240K
Adrionic Technologies LLC	Low 8%	1	13	$970K
Klocker Investment Advisers	High 30%	6	20	$120K
Optimum Wealth Management, LLC	High 24%	5	21	$870K
Ortman Finances, LLC	Low 8%	2	24	$19K
Trew Advisors, LLC	Typical 15%	4	26	$1.1M
Avalon Financial LLC	Very Low 0%	—	28	$150K
TheMoneyMD.com, LLC	Low 10%	3	31	$410K
Dornbusch Asset Management	Very Low 0%	—	32	$74K
Soaring Investment Management, LLC	Very Low 0%	—	32	$48K
Delphi Value Investments, LLC	High 27%	9	33	$140K
TDT Financial Inc	Very High 54%	19	35	$1.3M
Priority Investment Services, LLC	Low 9%	4	45	$440K
Birch Investment Management, LLC	High 24%	11	46	$500K
Skinner Financial Services	Low 9%	4	47	$100K
Pathway Investments, LLC	Very High 37%	18	49	$110K
Opportunity Investment Group, LLC	High 28%	17	60	$1M
Intelligent Investments	Very Low 3%	2	66	$260K
Iron Mountain Financial Planning	Typical 20%	14	69	$610K
Stkeros Financial Planning, LLC	High 30%	30	100	$0
Midwest Financial Strategies	Typical 19%	19	102	$390K
Applied Financial Wisdom	Very Low 1%	1	151	$860K
Thompson Private Wealth	Very High 79%	150	189	$390K
Hyline Wealth	Very High 53%	102	194	$420K
Alternative Strategies Group, Inc.	Low 10%	71	687	$110K

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