$34.2M Total AUM
$30.5M Disc. AUM
-- 3Y CAGR
3 Employees
91 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 10-05-2021
- Office Locations
- 2
Office Locations
1520 Highway 32 South, Suite D Thief River Falls MN
-- Champlin MN
About 5 Stone Financial Group, LLC
5 Stone Financial Group is a Minnesota-based RIA providing retirement-focused financial planning and investment management for empty nesters, retirees, and skilled trades professionals nearing retirement. The firm emphasizes steady, flexible, tax-smart income planning and legacy alignment, delivered through its “Back 9 Blueprint” process designed to keep advice clear and jargon-light.
Team overview
34 AVG AGE
$17.1M AVG AUM / ADVISOR
$376.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
North Beacon signal Bridge vertex
Client Personas
Harbor harbor Pathway summit
Investment Themes
North prime Pioneer timber Fusion element
Investment Vehicles
Foundation
Services
Frontier Frontier vertex Foundation north Crest Vector zenith Signal alpha Prime focus Vertex value Vital
Technology
Timber
Owner & Executives
ROSS E WELTE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #5085429
- Ownership
- Less than 5%
(365) 451-8497
catalyst.element@insightcapital.com
in linkedin.com/in/north-quantum
Showing 1 of 1 owners & executives
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DREW PATRICK ERICKSON
--
- CRD
- #6341460
(889) 786-9711
oak.unison@elementcapital.com
in linkedin.com/in/catalyst-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,465,667 | -- |
| Non-Discretionary | $3,766,156 | -- |
| Total | $34,231,823 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,231,823
Public Funds:
43.5% Other:
42.9% Cash:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,593,682,175 | 43.5% |
| Other | $2,557,907,248 | 42.9% |
| Cash | $810,898,335 | 13.6% |
| Total | $5,962,487,758 | 100.0% |