PERSONAL WEALTH PARTNERS

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Personal Wealth Partners is based out of Bloomington. Personal Wealth Partners is a large advisory firm with 850 clients and discretionary assets under management (AUM) of $587,134,150 (Form ADV from 2021-03-22). Their last reported 13F filing for Q2 2021 included $247,882,000 in managed 13F securities and a top 10 holdings concentration of 62.79%. Personal Wealth Partners's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 664,024. Whalewisdom has at least 11 13F filings

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06/30/2021

13F Activity

  • Market Value $247.882 Million
  • Prior Market Value $221.589 Million
  • New Purchases360 stocks
  • Additional Purchases17 stocks
  • Sold out of0 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 62.79 %
  • Turnover % [1]:82.38%
  • Turnover Alt % [2]: 6.82 %
  • Time Held Top20:6.45 quarters
  • Time Held Top10:5.50 quarters
  • Time Held All:1.23 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 3.22%
Performance Last 4 Quarters: 21.68%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PERSONAL WEALTH PARTNERS LLC
7900 INTERNATIONAL DRIVE SUITE 510
BLOOMINGTON MN    55425
Country: United States

Business Phone: 952-955-9781
Fax: 952-955-4673
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MN
Number of employees: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 269,299,000
Total Number of Clients: 850
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2021-03-22
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2020-12-14
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2020-09-23
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2019-12-24
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2019-04-02
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2018-12-03
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

PERSONAL WEALTH PARTNERS LLC

ownership team - last updated 2018-06-26
Name Title Start Date Direct/Indirect % Ownership
STEICHEN, DANIEL, EDWARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
PAKOLA, STEICHEN & COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1995-06-01
PAKOLA, STEICHEN & COMPANY LLP PARTNER/CHIEF COMPLIANCE OFFICER direct 1997-08-01
PERSONAL WEALTH PARTNERS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2014-06-01

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