ADVISORNET WEALTH PARTNERS

Legal name: ADVISORNET FINANCIAL, INC.

CRD 113074File 801-77035

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.15B

Top 25% of cohort (national)

Discretionary AUM

$3.14B

Non-discretionary $6.1M

Clients

3,514

9,293 accounts

Employees

131

Top 25% of cohort in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Aug 29, 2012
Principal office: 110 CHESHIRE LANE, SUITE 200, MINNETONKA, MN, 55305
Phone: 612-347-8600
Website: https://www.linkedin.com/company/brumbaugh-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.15B
Discretionary AUM: $3.14B
Non-discretionary AUM: $6.1M
Discretionary accounts: 9,284
Non-discretionary accounts: 9
Total accounts: 9,293
AUM per client: $896K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$5.7M
Charitable organizations	6	$11.4M
High net worth individuals	923	$2.26B
Individuals (other than high net worth individuals)	2,576	$867.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — MONTHLY FEE
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11E2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.