Data / Investment advisers / Minnesota / Bearing360 Wealth
Bearing360 Wealth, Richfield, MN: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bearing360 Wealth is an SEC registered investment adviser with its main office in Richfield, Minnesota and reports $1.1 billion in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332023
- SEC file number
- 801-130682
- SEC status
- Approved, effective August 1, 2024
- Legal name
- Bearing360 Wealth, LLC
- Main office
- 2 Meridian Crossings Suite 320, Richfield, MN 55423
- Phone
- (952) 800-6301
- Regulatory AUM
- $1,111,491,574 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $1,111,491,574
- Accounts
- 896
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $1.01 billion |
| Individuals (other than high net worth individuals) | 134 | $85.5 million |
| Corporations or other businesses | 5 | $14.6 million |
| Banking or thrift institutions | 2 | $1.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.11 billion | March 11, 2026 |
| December 1, 2025 | $907.5 million | March 26, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Perspectives | Minneapolis | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Shoreview Industries V, LLC | Minneapolis | $1.17 billion | 11 | adviserinfo.sec.gov |
| Guardian Wealth Strategies, LLC | Minneapols | $1.14 billion | Not listed | adviserinfo.sec.gov |
| Bluestem Wealth Partners, LLC | Minnetonka | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Asa Managed Account Managers LLC | Minneapolis | $1.12 billion | 1 | adviserinfo.sec.gov |
| Minneapolis Portfolio Management Group, LLC | Wayzata | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Parr McKnight Wealth Management Group | Minneapolis | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Marquette Wealth Management | Minnetonka | $1.07 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bearing360 Wealth on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.