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firm profile

Captar Private Wealth

RIA St Louis Park, MN CRD 325537 Last verified October 2026

Overview

Captar Private Wealth is an SEC registered investment adviser based in St Louis Park, MN, registered since 2023. It reports $166M in assets under management across 415 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM
$166M
Discretionary
100%
Accounts
415
Average account
$399K
Employees
3
Advisory reps
3
Registered since
2023
Jurisdictions
3

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 3

Location

Headquarters
600 Highway 169 S Ste 720
St Louis Park, MN 55426
County
Hennepin
Metro area
Minneapolis-St. Paul-Bloomington, MN-WI
Region
Midwest

Registrations

Every state, with registration dates

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