Captar Private Wealth - Investment Advisers

About Captar Private Wealth

Captar Private Wealth is an investment adviser headquartered in St. Louis Park, Minnesota, operating under the legal name Dedeker Financial, LLC. The firm is among the investment advisers in Minnesota in this directory. Its registry record reports regulatory assets under management of $165.5 million and three employees. The firm describes a team-based approach, in which clients receive input from several professionals with different backgrounds. Its stated services include retirement planning, wealth management focused on portfolio construction and risk management, and estate strategy, along with wealth-building strategies for professionals in their peak career years. It says it works with entrepreneurs and executives, pre-retirees and retirees, and high-net-worth individuals. The firm's described process begins with a review of a client's financial documents, risk tolerance, and objectives, followed by strategy design and ongoing adjustments as circumstances change. Prospective clients can request an initial consultation, after which the firm matches them with a professional suited to their background. Readers looking for other registered advisers can browse the directory of US investment advisers. Note: Only two link slots were provided, so this text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$165.5M

Employees

3

SEC File Number

801-127915