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MAGNETIC NORTH ADVISORS

MAPLE GROVE, MN · CRD 309628 · IAPD ↗ · 763-543-3803

$480.8MRegulatory AUM
5Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — MAGNETIC NORTH ADVISORS (MAPLE GROVE, MN) left the SEC roster (was $480.8M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
September 2024 — MAGNETIC NORTH ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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