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ALLODIUM INVESTMENT CONSULTANTS, LLC

MINNEAPOLIS, MN · CRD 135812 · IAPD ↗ · allodium.com · 612-230-3700

$576.8MRegulatory AUM
4Advisory reps
12Employees
3Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — ALLODIUM INVESTMENT CONSULTANTS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — ALLODIUM INVESTMENT CONSULTANTS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2026 — ALLODIUM INVESTMENT CONSULTANTS, LLC crossed $500M in regulatory AUM ($416.6M -> $576.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — ALLODIUM INVESTMENT CONSULTANTS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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