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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2006
- Office Locations
- 5
Office Locations
About Nepsis, Inc.
Nepsis is a Minneapolis-based wealth management firm delivering a “family office” approach for high-net-worth individuals, business owners, and executives. The team integrates comprehensive financial planning with advanced individual tax planning, estate planning, insurance/risk support, and ongoing accounting and business advisory (including CFO and exit planning). Investment management emphasizes disciplined, long-term, personalized portfolios with transparency into holdings; custodians include Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK WILLIAM PEARSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Owner
- CRD
- #1620222
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DARRYL JOSEPH CHOUINARD
Wealth Advisor
- CRD
- #4746286
DAVID JOHN CHRISTIANSON
Wealth Advisor
- CRD
- #6384764
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $344,509,038 | $271,909 |
| Non-Discretionary | $0 | -- |
| Total | $344,509,038 | $271,909 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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