# FFP Wealth Management, LLC

> FFP Wealth Management, LLC is an SEC-registered investment advisory firm in Coon Rapids, MN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 300253
- Filed as: FFP WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coon Rapids, MN
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300253
- AdvisorCensus page: https://advisorcensus.com/firm/ffp-wealth-management-llc-coon-rapids-mn-300253

## Quick answers

**How is FFP Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FFP Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is FFP Wealth Management, LLC located?**
FFP Wealth Management, LLC's principal office is in Coon Rapids, MN, according to its Form ADV.

**Is FFP Wealth Management, LLC registered with the SEC or a state?**
FFP Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300253.

**How much does FFP Wealth Management, LLC manage?**
FFP Wealth Management, LLC reports $301,108,000 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have FFP Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for FFP Wealth Management, LLC: Regulatory assets under management: $174,388,435 in the October 2021 data and $301,108,000 in the October 2026 data, up 73%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FFP Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (98); charitable organizations (1).

**Which custodians does FFP Wealth Management, LLC use?**
FFP Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does FFP Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300253

**Does FFP Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "The FULL SERVICE ASSET MANAGEMENT minimum account size is $500,000. FFP has the discretion to waive the account minimum."

**What changed in FFP Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The FULL SERVICE ASSET MANAGEMENT minimum account size is $500,000. FFP has the discretion to waive the account minimum.

- Minimum annual fee: $3,750

> The minimum annual fee is $ 3,750 and is negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $301,108,000
- Discretionary: $300,262,000
- Non-discretionary: $846,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 218 | $93,039,000 |
| High net worth individuals | 98 | $205,831,000 |
| Charitable organizations | 1 | $2,238,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $174,388,435 | 8 | June 22, 2021 |
| October 2022 | $189,937,934 | 9 | February 4, 2022 |
| October 2023 | $188,072,700 | 7 | February 7, 2023 |
| October 2024 | $211,989,749 | 7 | February 13, 2024 |
| October 2025 | $234,369,540 | 8 | May 1, 2025 |
| October 2026 | $301,108,000 | 9 | May 4, 2026 |

Regulatory assets under management: $174,388,435 in the October 2021 data and $301,108,000 in the October 2026 data, up 73%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 3 to 4.

### March 2026
- Regulatory assets under management went from $234,369,540 to $301,108,000 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FFP Wealth Management, LLC (CRD 300253): Form ADV filing data as of October 2026.