# Usadvisors Wealth Management, LLC

> Usadvisors Wealth Management, LLC is an SEC-registered investment advisory firm in Eden Prairie, MN, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 158108
- Filed as: USADVISORS WEALTH MANAGEMENT, LLC
- Also doing business as: ADVOCATE WEALTH MANAGEMENT, MORTON FINANCIAL SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eden Prairie, MN
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158108
- AdvisorCensus page: https://advisorcensus.com/firm/usadvisors-wealth-management-llc-eden-prairie-mn-158108

## Quick answers

**How is Usadvisors Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Usadvisors Wealth Management, LLC 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 Usadvisors Wealth Management, LLC located?**
Usadvisors Wealth Management, LLC's principal office is in Eden Prairie, MN, according to its Form ADV; the March 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Usadvisors Wealth Management, LLC registered with the SEC or a state?**
Usadvisors Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 158108.

**How much does Usadvisors Wealth Management, LLC manage?**
Usadvisors Wealth Management, LLC reports $483,345,924 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Usadvisors Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Usadvisors Wealth Management, LLC: Regulatory assets under management: $382,233,158 in the October 2021 data and $483,345,924 in the October 2026 data, up 26%. Total employees: 24 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Usadvisors Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,818); high net worth individuals (83).

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

**Does Usadvisors 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/158108

**What changed in Usadvisors Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: No longer lists the business name Whitney Wealth Group. No longer lists the business name Axiom Value. Employees performing advisory functions went from 14 to 12.

## From the Form ADV filing

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

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

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: $483,345,924
- Discretionary: $483,345,924
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,818 | $336,732,607 |
| High net worth individuals | 83 | $146,613,317 |
| 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) | 0 | $0 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (13 years)
- Employees: 15 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Alexandria, VA
- Duluth, MN
- Glenwood, MN
- Inver Grove Heights, MN
- Kirksville, MO
- Knoxville, IA
- Oakton, VA
- Rockville, MD

### Websites listed on Form ADV (Item 1.I)
- usadvisorsnetwork.com
- usadvisorswealth.com
- YouTube @UCxCmQLUbAWLN1a02twZaE2A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $382,233,158 | 24 | September 20, 2021 |
| October 2022 | $441,099,079 | 23 | June 24, 2022 |
| October 2023 | $360,890,583 | 19 | September 29, 2023 |
| October 2024 | $424,868,793 | 18 | June 25, 2024 |
| October 2025 | $488,134,595 | 16 | July 1, 2025 |
| October 2026 | $483,345,924 | 15 | February 19, 2026 |

Regulatory assets under management: $382,233,158 in the October 2021 data and $483,345,924 in the October 2026 data, up 26%.
Total employees: 24 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- No longer lists the business name Whitney Wealth Group.
- No longer lists the business name Axiom Value.
- Employees performing advisory functions went from 14 to 12.

### February 2026
- Registered or notice-filed in CT, NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Usadvisors Wealth Management, LLC (CRD 158108): Form ADV filing data as of October 2026.