# Couloir Wealth Advisors, Inc.

> Couloir Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 324446
- Filed as: COULOIR WEALTH ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324446
- AdvisorCensus page: https://advisorcensus.com/firm/couloir-wealth-advisors-inc-324446

## Quick answers

**How is Couloir Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Couloir Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Couloir Wealth Advisors, Inc. registered with the SEC or a state?**
Couloir Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 324446.

**How much does Couloir Wealth Advisors, Inc. manage?**
Couloir Wealth Advisors, Inc. reports $5,333,445 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (97% discretionary).

**What types of clients does Couloir Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (2); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Couloir Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324446

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,333,445
- Discretionary: $5,188,846
- Non-discretionary: $144,599

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,566,126 |
| High net worth individuals | 2 | $2,622,720 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $144,599 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [couloirwealth.com](https://couloirwealth.com)
- LinkedIn @janicehfier

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Couloir Wealth Advisors, Inc. (CRD 324446): Form ADV filing data as of October 2026.