CRD: 135812
Allodium Investment Consultants, LLC
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Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-07-2005
- Office Locations
- 2
Office Locations
About Allodium Investment Consultants, LLC
Allodium Investment Consultants is an independent, employee-owned, fee-only RIA founded in 2005 serving both individuals/families and institutions/trusts. The firm provides wealth management, financial planning, and non-discretionary investment consulting, plus institutional fiduciary consulting and fiduciary management. Its process follows the Fi360 Global Fiduciary Standard and an evidence-based “science of investing” approach; it is CEFEX-certified (first Minneapolis-based advisor).
Reported data analysis
What the numbers show
Between October 28, 2025 and February 13, 2026, reported AUM increased 38.4%, from $416.6M to $576.8M.
Across 5 reported observations, AUM increased 53.9% between June 22, 2022 and February 13, 2026, from $374.7M to $576.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 285 clients, or 71.3 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Allodium Investment Consultants, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID JOHN BROMELKAMP
Chief Executive Officer
- CRD
- #1886987
- Ownership
- 25% but less than 50%
ERIC JOHN HUTCHENS
Chief Executive Officer, President
- CRD
- #4207178
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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JESSICA DOLMAGE
Wealth Advisor
- CRD
- #7620545
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $576,759,336 | $694,055 |
| Non-Discretionary | $0 | -- |
| Total | $576,759,336 | $694,055 |
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Separately Managed Accounts
SMA allocation detail is available
Allodium Investment Consultants, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Allodium Investment Consultants, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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