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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierTimber focus +more
- Established Date
- 11-15-2005
- Office Locations
- 1
Office Locations
About Paratus Wealth Management, LLC
Paratus Wealth Management, LLC is an independent RIA based in suburban Minneapolis providing financial planning and customized portfolio management for individuals, families, and institutions. The firm focuses on long-term capital preservation and appreciation, building portfolios with ETFs, stocks, bonds, and mutual funds. Client engagement is meeting-driven and supported by a risk-tolerance questionnaire, and the practice is state-registered in Minnesota and South Carolina.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUDD DAVID AXELSON
Chief Compliance Officer, Owner, President
- CRD
- #5045975
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $564,481,546 | 29.3% |
| Cash | $196,508,934 | 10.2% |
| Corporate - Investment Grade | $651,176,664 | 33.8% |
| Corporate - Non-Investment Grade | $514,391,033 | 26.7% |
| Total | $1,926,558,177 | 100.0% |