S
$41.0M Total AUM
$41.0M Disc. AUM
-- 3Y CAGR
3 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-21-2023
- Office Locations
- 1
Office Locations
-- Minneapolis MN
About Siol Wealth Advisors
Siol Wealth Advisors is a Minneapolis-based RIA. The firm has been operating for 2 years. Managing $41.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
49 AVG AGE
$20.5M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Stephen Engel
Founder, Managing Member
- CRD
- #1631869
- Ownership
- 75% or more
Available
Available
Available
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Bryan Pattee
Co-Founder, Portfolio Strategist
- CRD
- #7385936
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,034,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,034,648 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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