$201.9M Total AUM
$201.9M Disc. AUM
-- 3Y CAGR
4 Employees
136 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconVertex atlas +more
- Established Date
- 06-24-2021
- Office Locations
- 1
Office Locations
9800 Shelard Pkwy Suite 113 Plymouth MN
About Great River Financial
Great River Financial is a Minneapolis-area, fee-only RIA serving pre-retirees and retirees nationwide with tax-efficient retirement planning and ongoing investment management. The team builds retirement “paychecks” by coordinating Social Security, portfolio positioning, and withdrawal strategies to improve after-tax outcomes while keeping advisory costs low. Custodies primarily at Charles Schwab.
Team overview
-- AVG AGE
$101.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Meridian Ember
Custodian
Delta Glacier Vertex harbor Capital Zenith
Fund Managers
Pioneer pathway
Investment Themes
Signal glacier Oak eagle Delta frontier
Investment Vehicles
Oak oak
Platform
Prime Crest Alpha
Services
Prime Pioneer prime Radial Focus Beacon capital Glacier momentum
Technology
Prime unison Prime Bridge Pathway Crest legacy Value
Owner & Executives
Joshua Lin Wolberg
President
- CRD
- #5004871
- Ownership
- 75% or more
(977) 680-1652
zenith.peak@vectorcapital.com
in linkedin.com/in/vector-value
K
KINGSTON MARLAND HOLLMAN
Chief Compliance Officer
- CRD
- #5563826
- Ownership
- Less than 5%
(595) 983-5076
focus.legacy@primecapital.com
in linkedin.com/in/bridge-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,939,212 | $461,048 |
| Non-Discretionary | $0 | -- |
| Total | $201,939,212 | $461,048 |
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Separately Managed Accounts
Total SMA Asset: $201,939,212
Equity - Exchange:
9.2% Public Funds:
30.8% Equity - OTC:
29.6% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $275,798,812 | 9.2% |
| Public Funds | $923,326,459 | 30.8% |
| Equity - OTC | $887,352,701 | 29.6% |
| Cash | $911,335,206 | 30.4% |
| Total | $2,997,813,178 | 100.0% |