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WAYZATA INVESTMENT PARTNERS LLC

1907 E Wayzata Blvd
Suite 300
Wayzata, Minnesota 55391
Tel: 952-345-0700

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About WAYZATA INVESTMENT PARTNERS LLC

WAYZATA INVESTMENT PARTNERS LLC, formally registered with the SEC as WAYZATA INVESTMENT PARTNERS LLC. The firm was established in 05/31/2004. They have over 1 offices throughout the country.

WAYZATA INVESTMENT PARTNERS LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $183,780,314 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#132046
SEC#801-63304
Assets Managed by Firm$183,780,314
No. of Clients2
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total2$183,780,314

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