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THE WEALTH GROUP, LTD
THE WEALTH GROUP, LTD
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
EDEN PRAIRIE, Minnesota
·
5 registered advisors
·
CRD# 311385
SEC# 801-120158
1
952-937-9423
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 Planning
Investment Management
04
Advisors at THE WEALTH GROUP, LTD
5 registered advisors
Adam Frank Colby
EDEN PRAIRIE, Minnesota
CRD# 6375439
Austin Brant Colby
EDEN PRAIRIE, Minnesota
CRD# 4560375
Daniel Marcus Johnson
EDEN PRAIRIE, Minnesota
CRD# 6835060
Karie Renee Merritt
EDEN PRAIRIE, Minnesota
CRD# 5507266
Michael Karl Earl
EDEN PRAIRIE, Minnesota
CRD# 4906020
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
.