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WAYZATA INVESTMENT PARTNERS LLC

WAYZATA, MN · CRD 132046 · IAPD ↗ · 952-345-0700

$9.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
2States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 80% ($45.8M -> $9.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2025 — WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 75% ($183.8M -> $45.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — WAYZATA INVESTMENT PARTNERS LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
November 2024 — WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 51% ($376.0M -> $183.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
November 2024 — WAYZATA INVESTMENT PARTNERS LLC moved its main office from PLYMOUTH, MN to WAYZATA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
November 2024 — WAYZATA INVESTMENT PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
33
April 2024 — WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 42% ($644.4M -> $376.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — WAYZATA INVESTMENT PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.