THE WEALTH GROUP, LTD
Doing business as THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES. SEC Form ADV profile.
Total regulatory AUM
$711,016,621
Discretionary
$707,397,181
Non-discretionary
$3,619,440
Firm details
- CRD number
- 311385
- SEC file number
- 801-120158
- Main office
- EDEN PRAIRIE, MN, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.