SourcingSourcing

USADVISORS WEALTH MANAGEMENT, LLC

C39
CRD 158108·SEC 801-77961·EDEN PRAIRIE, MN
AUM
$483.3M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
USADVISORS WEALTH MANAGEMENT, LLC
CRD
158108
SEC file #
801-77961
EIN
273888632
DBA names
—

Economics

AUM
$483.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$177.2M → $483.3M▲ +173%
Client mix
Individuals Other1,818
Individuals High Net Worth83

Operations

Employees (total)
15
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
20 advisors → 12 advisors▼ -40%
Primary office
EDEN PRAIRIE MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
usadvisorswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NATHAN D. BERGELAND REVOCABLE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
NATHAN D. BERGELAND REVOCABLE
BEILKE, ANDREW, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
USADVISORSWEALTH.COM
Rdap Domain Creation Date
2012-07-16T16:49:06Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Launchpad.com Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001735605
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2018-03-28
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001735605-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
13
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
15750 VENTURE LANEEDEN PRAIRIE, MN 55344
Business
15750 VENTURE LANEEDEN PRAIRIE, MN 55344
Edgar EIN
273888632
Edgar Recent Filings
13F-HR2026-04-27 · 0001735605-26-000002
13F-HR2026-02-05 · 0001735605-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-16T16:49:06Z
Rdap Domain Last Changed
2025-07-01T08:07:59Z
Rdap Nameservers
Ns8305.hostgator.comNs8306.hostgator.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (13)

13
BEILKE, ANDREW, EDWARD
IAR · Executive Officer · 2.5%
5672444
LINK, W. JILLIAN
IAR · Executive Officer · 2.5%
4149386
CRAIG THOMAS BINSFIELD
IAR
1362991
SHAWN PATRICK COOK
IAR
6330153
Nancy J McCarrell
IAR
6334107
JAMES RICHARD MORTON
IAR
1684747
Ryan Lafler
IAR
8063389
Stephen Alan Finn
IAR
6589910
TIMOTHY L JOHNSON
IAR
4887261
ROGER ANTONY SEXTER
IAR
859088
WALTER JAMES BILLODEAUX
IAR
4995248
DENISE JEAN RICH
IAR
4629515
MIKAEL DANIEL HALLSTROM
IAR
5441948