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They include 1,818 individual clients and 83 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does USAdvisors Wealth Management offer?","answer":"USAdvisors Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does USAdvisors Wealth Management use?","answer":"USAdvisors Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $483M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does USAdvisors Wealth Management have?","answer":"USAdvisors Wealth Management has 12 investment adviser representatives registered with state securities authorities, out of 15 employees, and 12 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does USAdvisors Wealth Management invest in?","answer":"At the end of its last fiscal year, USAdvisors Wealth Management’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns USAdvisors Wealth Management?","answer":"USAdvisors Wealth Management’s direct owner is Nathan D. Bergeland Revocable Living Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does USAdvisors Wealth Management get paid?","answer":"USAdvisors Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact USAdvisors Wealth Management?","answer":"USAdvisors Wealth Management’s main office is at 15750 Venture Lane, Eden Prairie, MN 55344. Its phone number is 952-829-0000. 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