Ipsen Advisor Group Llc
- Regulatory AUM
- $236M
- Discretionary
- $223M
- Clients
- 337
- Avg AUM / client
- $701K
- Accounts
- 1,003
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 290 | $101M | 42.6% |
| High net worth individuals | 47 | $126M | 53.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.6M | 1.96% |
| Corporations and other businesses | Fewer than 5 clients | $4.9M | 2.06% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amy Elizabeth Ipsen | Director Of Operations And Chief Compliance Officer | Aug 2022 (4y) | 25% – 50% | |
| James Nicholas Merriweather | Chief Operations Officer | CFP | Aug 2022 (4y) | 10% – 25% |
| Loren Marshall Ipsen | Chief Executive Officer And Financial Planner | CFP | Aug 2022 (4y) | 25% – 50% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $215M (91% of AUM) Mar 2026
- National Financial Services (Fidelity) $168M (88% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗