S
SIOL Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,318,585
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
9
78% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$4,368,732
About
Siol Wealth Advisors provides discretionary investment management and wealth‑planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and other institutions, managing roughly $41 million in client assets for a small client roster. The firm offers portfolio management across a range of asset classes and may also recommend or oversee unaffiliated third‑party investment managers.
The firm’s investment process combines fundamental, technical and thematic analysis and typically emphasizes long‑term purchases and asset‑allocation strategies, with portfolios that can include equities, ETFs, fixed income, private funds and structured notes. Wealth‑planning work is provided alongside portfolio management, and the firm generally requires discretionary authority and a stated account minimum that it may waive in particular circumstances.
What is notable in the brochure is the firm’s other industry ties: it discloses an affiliation with another registered investment adviser and with an affiliated entity that serves as general partner/investment manager of an exempt commodity pool, and its supervised persons are also licensed insurance producers who may sell commissionable insurance products. These relationships and potential conflicts are disclosed in the brochure and are addressed through the firm’s compliance policies, Code of Ethics and ongoing monitoring when recommending affiliated or third‑party products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Annuities
Fee options
Flat fee ranging from $1,000 to $25,000 for wealth planning services if not engaged in investment management
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Commission-based compensation for insurance products (approx. 5% of advisory representatives' time)
Account minimum: $1,000,000
Main office location
SIOL Wealth Advisors
Minneapolis MN, United States
Number of offices
2
Most active in
SIOL Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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