LP Profile

Kowalski Financial

Also known as kowalski financial

Wealth ManagerMinneapolis, United StatesFounded 2018
Minneapolis
Headquarters
Investment Focus

About Kowalski Financial

Kowalski Financial is a wealth manager based in Minneapolis, US. Founded in 2018.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Kowalski Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$202.0M
Total Clients
733
Filing Date
January 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Kowalski Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Kowalski Financial?

Kowalski Financial is a wealth manager based in Minneapolis, United States.

Where is Kowalski Financial headquartered?

Kowalski Financial is headquartered in Minneapolis, United States.

When was Kowalski Financial founded?

Kowalski Financial was founded in 2018.

How can I contact Kowalski Financial?

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