| 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 | Under 5% | 2023 |
The Wealth Group, Ltd reports $566.7 million in regulatory assets under management on its Form ADV.
The Wealth Group, Ltd reports 12 employees.
The Wealth Group, Ltd is based in Eden Prairie, MN and has been SEC-registered since 2021.
The Wealth Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $560.8M |
| Non-discretionary | $5.9M |
| Total (RAUM) | $566.7M |