CRG WEALTH, LLC

CRG WEALTH, LLC of CLEAR LAKE, MN is an SEC-registered investment adviser (CRD 300615). Regulatory assets under management: $1.5M.

Registration

• CRD: 300615
• Type: Registered investment adviser
• Location: 6083 125TH AVE SE, CLEAR LAKE, MN, 55319
• Phone: 702-234-8808
• Latest filing: 2026-05-11
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300615 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search