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CAPTAR PRIVATE WEALTH

ST. LOUIS PARK, MN · CRD 325537 · IAPD ↗ · captarprivatewealth.com · 612-347-8668

$165.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CAPTAR PRIVATE WEALTH reported RAUM up 28% ($107.0M -> $137.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2024 — CAPTAR PRIVATE WEALTH notice-filed in FL.
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.