# Twin Cities Wealth Strategies, Inc.

> Twin Cities Wealth Strategies, Inc. is a state-registered investment advisory firm in Maple Grove, MN, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 286372
- Filed as: TWIN CITIES WEALTH STRATEGIES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Maple Grove, MN
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286372
- AdvisorCensus page: https://advisorcensus.com/firm/twin-cities-wealth-strategies-inc-maple-grove-mn-286372

## Quick answers

**How is Twin Cities Wealth Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Twin Cities Wealth Strategies, 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.

**Where is Twin Cities Wealth Strategies, Inc. located?**
Twin Cities Wealth Strategies, Inc.'s principal office is in Maple Grove, MN, according to its Form ADV.

**Is Twin Cities Wealth Strategies, Inc. registered with the SEC or a state?**
Twin Cities Wealth Strategies, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286372.

**How much does Twin Cities Wealth Strategies, Inc. manage?**
Twin Cities Wealth Strategies, Inc. reports $29,467,325 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (87% discretionary).

**What types of clients does Twin Cities Wealth Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (8).

**Does Twin Cities Wealth Strategies, 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/286372

## 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: $29,467,325
- Discretionary: $25,497,465
- Non-discretionary: $3,969,860

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $21,466,667 |
| High net worth individuals | 8 | $8,000,658 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 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)
- tcwealthstrategies.com
- Facebook @TCWEALTHSTRATEGIES
- Instagram @tcwealth
- LinkedIn @DANAMENARD
- X @TCWEALTH
- YouTube @UCDjVc0_bpE2C2eU-hb5ncJA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twin Cities Wealth Strategies, Inc. (CRD 286372): Form ADV filing data as of October 2026.