Darden Wealth Group, Inc
● SEC registered since 2021CRD 294926SEC# 801-120167Ann Arbor, MI
Reg. AUM
$379.6M
Employees
5
Accounts
1,151
Location
Ann Arbor, MI
Darden Wealth Group, Inc assets under management
Darden Wealth Group, Inc operates as an SEC-registered investment adviser based in Ann Arbor, MI. The firm has been registered since 2021. It reports $379.6 million in regulatory assets under management and employs 5 people.
Darden Wealth Group, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Bernardini Darden Control | President/Ceo/Cco | Over 75% | 2018 |
| David Andrew McNeely Control | Cfo | Under 5% | 2025 |
Frequently asked questions
How much does Darden Wealth Group, Inc manage?
Darden Wealth Group, Inc reports $379.6 million in regulatory assets under management on its Form ADV.
How many employees does Darden Wealth Group, Inc have?
Darden Wealth Group, Inc reports 5 employees.
Where is Darden Wealth Group, Inc located?
Darden Wealth Group, Inc is based in Ann Arbor, MI and has been SEC-registered since 2021.
Does Darden Wealth Group, Inc disclose fund performance?
Darden Wealth Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 415 Detroit St., Ste 100, Ann Arbor, MI 48104 |
| Phone | 734-294-0100 |
| Fax | 1-734-219-4013 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.6M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$379.6Mregulatory AUM
Discretionary $348.6MNon-discretionary $31M