PPrivate Fund Data Log in Join · $37/mo

Wold Financial Group LLC

● SEC registered since 2021CRD 316409SEC# 801-122348Mendota Heights, MN
Export (members)
Reg. AUM
$172.5M
Employees
3
Accounts
311
Location
Mendota Heights, MN

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 $172.5 million in regulatory assets under management and employs 3 people.
www.woldgroup.comView on SEC.gov ↗

Wold Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Ryan Davis Wold ControlManaging PartnerOver 75%2021
Stephanie Ann Wright ControlChief Compliance Officer5-10%2021

Frequently asked questions

How much does Wold Financial Group LLC manage?

Wold Financial Group LLC reports $172.5 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

Address750 Main Street, Suite 109, Mendota Heights, MN 55118
Phone612-347-7825
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$172.5M
Non-discretionary$0
Total (RAUM)$172.5M