THE WEALTH GROUP, LTD

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
EDEN PRAIRIE, Minnesota·5 registered advisors·CRD# 311385
SEC# 801-1201581952-937-9423
01

Firm Overview

AUM
$460M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WEALTH GROUP, LTD

5 registered advisors
Adam Frank Colby
EDEN PRAIRIE, Minnesota
Austin Brant Colby
EDEN PRAIRIE, Minnesota
Daniel Marcus Johnson
EDEN PRAIRIE, Minnesota
Karie Renee Merritt
EDEN PRAIRIE, Minnesota
Michael Karl Earl
EDEN PRAIRIE, Minnesota
05

Office Locations

EDEN PRAIRIE, Minnesota
5 advisors

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Data sourced from SEC Form ADV filings. THE WEALTH GROUP, LTD (CRD# 311385) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.