Wold Financial Group LLC
● SEC registered since 2021CRD 316409SEC# 801-122348Mendota Heights, MN
Reg. AUM
$182.5M
Employees
3
Accounts
327
Location
Mendota Heights, MN
About Wold Financial Group
Wold Financial Group provides individualized wealth management aimed at helping clients build lasting financial confidence. The firm pairs investment and planning work with a relationship-focused process that begins with understanding each family's goals and values.
Summary based on the firm’s website.
Wold Financial Group LLC assets under management
Wold Financial Group LLC is an investment advisory firm registered with the SEC based in Mendota Heights, MN. The firm has been registered since 2021. It reports $182.5 million in regulatory assets under management and employs 3 people.
Wold Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Davis Wold Control | Managing Partner | Over 75% | 2021 |
| Stephanie Ann Wright Control | Chief Compliance Officer | 5-10% | 2021 |
Frequently asked questions
How much does Wold Financial Group LLC manage?
Wold Financial Group LLC reports $182.5 million in regulatory assets under management on its Form ADV.
How many employees does Wold Financial Group LLC have?
Wold Financial Group LLC reports 3 employees.
Where is Wold Financial Group LLC located?
Wold Financial Group LLC is based in Mendota Heights, MN and has been SEC-registered since 2021.
Does Wold Financial Group LLC disclose fund performance?
Wold Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 750 Main Street, Suite 109, Mendota Heights, MN 55118 |
| Phone | 612-347-7825 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.5M▲ 6%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$182.5Mregulatory AUM
Discretionary $182.5M