FP Wealth Information

The Firm Financial Perspectives (FP) is a full-service wealth management firm founded on the principles of integrity and honesty. Our Mission To provide our clients with indispensable, holistic financial advice enabling them to achieve their goals and objectives.

Website	http://www.fpwealth.com
Revenue	$6 million
Employees	8 (8 on RocketReach)
Founded	1988
Address	3025 Harbor Ln N Ste 200, Minneapolis, Minnesota 55447, US
Phone	+1 877-553-7780
Fax	(763) 553-7782
Technologies	JavaScript , HTML , PHP +13 more (view full list)
Industry	Financial Services, Investment Banking, Finance
Keywords	Holistic Financial Planning, Comprehensive Financial Planning, Wealth Management, Financial Planning, Investment Advice, Retirement Planning, Estate Planning, Financial Advisor, Wealth Advisor, Portfolio Management, Tax Planning, Investment Management, Financial Consulting, Asset Management, Risk Management, Insurance Planning, Financial Services, Long-Term Care Planning, Chartered Financial Analyst, Certified Financial Planner
Competitors	Wells Fargo, Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA +45 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

FP Wealth Questions

What is the annual revenue of FP Wealth?

The FP Wealth annual revenue was $6 million in 2026.

Who is the President and COO of FP Wealth?

Luke Dugan is the President and COO of FP Wealth.

How many people are employed at FP Wealth?

8 people are employed at FP Wealth.

Where is FP Wealth based?

FP Wealth is based in Minneapolis, Minnesota.

What is the NAICS code for FP Wealth?

The NAICS codes for FP Wealth are [5239, 52393, 523, 52].

What is the SIC code for FP Wealth?

The SIC codes for FP Wealth are [62, 628].

Top FP Wealth Employees

Luke Dugan

President and COO at FP Wealth

Los Angeles, CA, US
1
- fpwealth.com
2
- +1 508-757-XXXX
- +1 612-802-XXXX
Allison Dugan

Vice President Operations at FP Wealth

Minneapolis, MN, US
1
- fpwealth.com
JJ Marvin

Financial Planner at FP Wealth

Saint Paul, MN, US
1
- fpwealth.com
1
- +1 952-334-XXXX
Bradley Kensy

Tax Accountant at FP Wealth

Wayzata, MN, US
2
- fpwealth.com
- comcast.net
5+
- +1 952-476-XXXX
- +1 763-515-XXXX
- +1 651-486-XXXX
- +1 651-494-XXXX
- +1 651-247-XXXX
- +1 651-494-XXXX
Austin Mandelkow

Financial Planner at FP Wealth

Minneapolis, MN, US
1
- fpwealth.com
2
- +1 320-583-XXXX
- +1 763-553-XXXX
Olivia Drey

Financial Planning Associate at FP Wealth

Minneapolis, MN, US
1
- fpwealth.com
Daniel Dugan

CPA at FP Wealth

Sioux Falls, SD, US
1
- fpwealth.com
1
- +1 312-933-XXXX
Jennifer Lachinski

Sr Financial Planner at FP Wealth

Minneapolis, MN, US
1
- fpwealth.com
3
- +1 612-819-XXXX
- +1 763-334-XXXX
- +1 763-234-XXXX