Wealth Manager
    SEC Registered

    Devenir Investment Advisors, LLC

    Registered investment advisor · Bloomington, Minnesota · CRD #132824

    Assets Under Management
    $13B
    Client Accounts
    44
    Employees
    11
    CRD Number
    132824
    Registration
    SEC Registered

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

    About Devenir Investment Advisors, LLC

    Devenir is a national leader in providing customized investment solutions for HSAs and the consumer directed health care market. When health savings accounts first emerged in 2004, Devenir built its expertise around delivering cutting-edge investment solutions. As the consumer driven health care industry grew, so did Devenir's reputation as a leading researcher and award-winning investment consultant. Today, Devenir continues to lead the way in the rapidly growing HSA market. A research driven p

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Devenir Investment Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Devenir Investment Advisors, LLC's AUM?

    Devenir Investment Advisors, LLC reports approximately $13B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Devenir Investment Advisors, LLC headquartered?

    Devenir Investment Advisors, LLC is headquartered in Bloomington, Minnesota.

    What is Devenir Investment Advisors, LLC's CRD number?

    Devenir Investment Advisors, LLC's CRD number is 132824. 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 Devenir Investment Advisors, LLC manage?

    Devenir Investment Advisors, LLC manages approximately 44 client accounts according to its latest SEC filing.

    Is Devenir Investment Advisors, LLC SEC registered?

    Yes, Devenir Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Minnesota

    Ameriprise Financial Services, LLC
    Minneapolis, MN · $660.5B AUM
    U.S. Bancorp Asset Management, Inc.
    Minneapolis, MN · $427.5B AUM
    Garda Capital Partners
    Wayzata, MN · $207.1B AUM
    Thrivent Financial for Lutherans
    Minneapolis, MN · $128.7B AUM
    Wealth Enhancement Advisory Services, LLC
    Plymouth, MN · $122.2B AUM
    Rbc Global Asset Management (U.S.) Inc.
    Minneapolis, MN · $104.5B AUM
    See all top RIA firms in Minnesota →

    Research firms like Devenir Investment Advisors, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial