Top Wealth + Best-in-State · rank 3 · Auburndale, Massachusetts · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Skyeburst Wealth Management (Ameriprise Financial Services, LLC) (high)
- “Skyeburst Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial, Inc. (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Firm type — ibd_rep (high)
- “AMERIPRISE FINANCIAL SERVICES, LLC (Firm ID: 6363)” — sec_finra_regulatory
- Team name — Skyeburst Wealth Management (high)
- “At Skyeburst Wealth Management, we work with individuals and families to help them overcome the complexities of managing their financial lives, retire comfortably, and leave a meaningful legacy through a comprehensive pl” — firm_official
- Team size — 52 (medium)
- “Great financial planning starts with understanding you — and it doesn't stop there. When you work with us, you're supported by a team with different strengths, perspectives and experience.” — firm_official
- CRD — 2858765 (high)
- “DANIEL THEODORE WILSON CRD Number: 2858765 AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- Years experience — 29 (high)
- “29 Years of Experience” — firm_official
- Designations — CFP, ChFC, other:CLU (high)
- “CFP, ChFC, CLU” — firm_official
Book of business
- Team AUM ($M) — 3800 (high)
- “Team Assets (Custodied): $3.8B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 6 (high)
- “Typical Net Worth of Relationships: $2-10M” — forbes_shook
- Client niche — multigenerational families and legacy/wealth-transfer planning (high)
- “Our diverse team is well suited to build relationships with multiple generations of your family—from first-time investors to stewards of family wealth.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Auburndale" branch, MA 02466 with both broker-dealer and investment advisor registrations” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/skyeburst-wealth-management/ (high)
- “Skyeburst Wealth Management - Auburndale, MA: Ameriprise” — firm_official
- Value proposition (verbatim) — Achieve so much more. Every day we deliver future-focused financial solutions that transform lives. Our comprehensive advice helps you focus on the big picture and turn your financial goals into reality. (high)
- “Achieve so much more Every day we deliver future-focused financial solutions that transform lives. Our comprehensive advice helps you focus on the big picture and turn your financial goals into reality.” — firm_official
- Differentiators — Comprehensive planning to overcome the complexities of managing financial lives, Diverse team serving multiple generations of one family, Financial education to preserve family values through wealth transfer, Engaging the entire family for shared responsibility and aligned expectations, Meeting clients where they are at any stage of life (high)
- “We prioritize financial education to help preserve your values as your wealth transfers from one generation to the next. By engaging the entire family, we aim to establish an environment of shared responsibility and an a” — firm_official
- “We develop strategies that address your goals and challenges at any stage of life, meeting you where you are and listening to what you need.” — firm_official
- Content marketing — active (medium)
- “Upcoming events HAPPENING THIS WEEK Divorce: Find your independence Wednesday, August 19, 2026 12:00 PM - 12:30 PM” — firm_official
- Has podcast — no (medium)
- “Insights Back Market & economic insights Financial goals & priorities Perspectives Resources Back Videos & downloads Financial calculators” — firm_official
- Books published — 0 (low)
- “AdvisorHub Fast Growing Advisors to Watch, 2023” — firm_official
- Linkedin url — https://www.linkedin.com/in/danieltwilson (high)
- “LinkedIn: https://www.linkedin.com/in/danieltwilson” — firm_official
- Social presence — linkedin_active, instagram (medium)
- “Visit Skyeburst Wealth Management's Facebook page Visit Skyeburst Wealth Management's Instagram page Visit Skyeburst Wealth Management's LinkedIn page” — firm_official
- Press awards — Barron's Top 100 Financial Advisors, 2024-2026, AdvisorHub Fast Growing Advisors to Watch, 2023, Ameriprise Circle of Success Chairman's Advisory Council, 2007-2026, Barron's Top 1,200 Financial Advisors (high)
- “AdvisorHub Fast Growing Advisors to Watch, 2023” — firm_official
- “Barron's Top 100 Financial Advisors, 2024-2026” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/s/skyeburst-wealth-management/300x100_fullcolor_practice_skyeburstwealthmanagement.svg (high)
- Visual brand notes — Ameriprise corporate template with a co-branded Skyeburst practice mark; blue-dominant palette, clean sans-serif type, aspirational lifestyle photography under an 'Achieve so much more' banner. (medium)
- “Achieve so much more Every day we deliver future-focused financial solutions that transform lives.” — firm_official
