RIA
    SEC Registered

    Northcrest Asset Management

    Registered investment advisor · Plymouth, Minnesota · CRD #300366

    Assets Under Management
    $4.3B
    Client Accounts
    3,355
    Employees
    12
    CRD Number
    300366
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

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

    About Northcrest Asset Management

    NorthCrest Asset Management is a Registered Investment Advisor (RIA) based in Plymouth, Minnesota, managing nearly $3.2 trillion in assets. It is wholly owned by Wealth Enhancement Group and operates independently from Wealth Enhancement Advisory Services. The firm is registered with the SEC and provides investment advisory services.

    Fee Structure

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

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    Frequently Asked Questions

    What is Northcrest Asset Management's AUM?

    Northcrest Asset Management reports approximately $4.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Northcrest Asset Management headquartered?

    Northcrest Asset Management is headquartered in Plymouth, Minnesota.

    What is Northcrest Asset Management's CRD number?

    Northcrest Asset Management's CRD number is 300366. 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 Northcrest Asset Management manage?

    Northcrest Asset Management manages approximately 3,355 client accounts according to its latest SEC filing.

    Is Northcrest Asset Management SEC registered?

    Yes, Northcrest Asset Management is registered with the SEC as an investment adviser with an approved registration status.

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