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FELTL ADVISORS

PLYMOUTH, MN · CRD 165244 · IAPD ↗ · feltladvisors.com · 612-492-8800

$165.6MRegulatory AUM
15Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
25States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — FELTL ADVISORS notice-filed in ME, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — FELTL ADVISORS reported RAUM up 25% ($132.4M -> $165.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — FELTL ADVISORS notice-filed in NE, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — FELTL ADVISORS notice-filed in ID, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — FELTL ADVISORS moved its main office from MINNETONKA, MN to PLYMOUTH, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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