The Wealth Group, Ltd
● SEC registered since 2021CRD 311385SEC# 801-120158Eden Prairie, MN
Reg. AUM
$711M
Employees
12
Accounts
2,486
Location
Eden Prairie, MN
The Wealth Group, Ltd assets under management
The Wealth Group, Ltd is an investment advisory firm registered with the SEC based in Eden Prairie, MN. The firm has been registered since 2021. It reports $711 million in regulatory assets under management and employs 12 people.
The Wealth Group, Ltd owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Frank Colby Control | Cfo / Chief Compliance Officer | 5-10% | 2021 |
| Austin Brant Colby Control | Owner / Financial Planner | Over 75% | 2021 |
| Daniel Marcus Johnson | Owner | 5-10% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does The Wealth Group, Ltd manage?
The Wealth Group, Ltd reports $711 million in regulatory assets under management on its Form ADV.
How many employees does The Wealth Group, Ltd have?
The Wealth Group, Ltd reports 12 employees.
Where is The Wealth Group, Ltd located?
The Wealth Group, Ltd is based in Eden Prairie, MN and has been SEC-registered since 2021.
Does The Wealth Group, Ltd disclose fund performance?
The Wealth Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14850 Scenic Heights Road, Suite #100, Eden Prairie, MN 55344 |
| Phone | 952-937-9423 |
| Fax | 952-937-9431 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$711M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$711Mregulatory AUM
Discretionary $707.4MNon-discretionary $3.6M