Wealth Manager
    Manages Private Funds

    Cultivate Financial

    Registered investment advisor · Fargo, North Dakota · CRD #318616

    Assets Under Management
    $4M
    Client Accounts
    23
    Employees
    1
    CRD Number
    318616
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cultivate Financial

    Cultivate Financial is a registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $4M in regulatory assets across 23 client accounts. The firm's full regulatory record is filed with the SEC under CRD #318616.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Cultivate Financial's AUM?

    Cultivate Financial reports approximately $4M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cultivate Financial headquartered?

    Cultivate Financial is headquartered in Fargo, North Dakota.

    What is Cultivate Financial's CRD number?

    Cultivate Financial's CRD number is 318616. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cultivate Financial manage?

    Cultivate Financial manages approximately 23 client accounts according to its latest SEC filing.

    Is Cultivate Financial SEC registered?

    Cultivate Financial is registered as a STATE investment adviser.

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