Wenzel Analytics, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,632,281
Clients
30
Advisors
1
of 1 employees
About
The firm serves individual households through discretionary portfolio management for account types that include traditional and Roth IRAs, taxable accounts and trusts, and it occasionally manages non‑individual accounts such as a homeowners’ association. Money management is the principal service and financial planning or facilitation is provided only incidentally to those engagements.
The firm’s investment approach emphasizes continual evaluation and active trading executed in line with a mutual understanding of allocation and risk, using a limited set of ETFs for niche exposures and low‑cost execution through an online brokerage. Performance for the entire firm and by allocation is published on the firm’s website and is mailed with quarterly client reports, and client communication is centered on quarterly reporting and ongoing contact as needed.
Noteworthy for a small independent adviser, the firm publicly discloses full performance results rather than only selected track records, and it conducts educational outreach—hosting a monthly Investment Insights discussion group at a senior center and presenting to other groups. The firm also provides occasional pro bono Monte Carlo retirement projections and family facilitation services outside its money‑management scope, and derives all revenue from client fees without third‑party product arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$25 per brokerage account per quarter
Account minimum: $160,000 Minimum fee: $150 per quarter
Main office
Eden Prairie MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Financial Decisions · Leroy S Wenzel · Wenzel Analytics, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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