$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
-- Wayzata MN
About Wellencourt Wealth Management LLC
Wellencourt Wealth Management LLC is a Wayzata-based RIA. The firm has been operating for 4 years. Managing $1.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$233.2K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Shane Samuel Seth Segner
Chief Compliance Officer, Managing Member, WEALTH MANAGER
- CRD
- #7577736
- Ownership
- 75% or more
Available
Available
Available
M
Michael Theriot
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,166,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,166,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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