THE WEALTH GROUP, LTD

THE WEALTH GROUP, LTD of EDEN PRAIRIE, MN is an SEC-registered investment adviser (CRD 311385). Regulatory assets under management: $711.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (10)

NameRoleLocation
Austin Brant ColbyOWNER / FINANCIAL PLANNER
Adam Frank ColbyCFO / CHIEF COMPLIANCE OFFICER
Michael Karl EarlDIRECTOR OF WEALTH
Karie Renee MerrittDIRECTOR OF CLIENT SERVICES
Daniel Marcus JohnsonOWNER
COLBY AUSTIN BRANTOWNER / FINANCIAL PLANNER
COLBY ADAM FRANKCFO / CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER
EARL MICHAEL KARLDIRECTOR OF WEALTH
MERRITT KARIE RENEEDIRECTOR OF CLIENT SERVICES
JOHNSON DANIEL MARCUSOWNER

Branch offices (2)

CityStateEmployeesPhone
1615-395-8600
1615-395-8600

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