# THE WEALTH GROUP, LTD

THE WEALTH GROUP, LTD of EDEN PRAIRIE, MN is an SEC-registered investment adviser.

## Registration

- CRD: 311385
- Type: SEC-registered investment adviser
- SEC file number: 801-120158
- Location: 14850 SCENIC HEIGHTS ROAD, SUITE #100, EDEN PRAIRIE, MN, 55344
- Phone: 952-937-9423
- Latest filing: 2026-01-14
- Regulatory AUM: $711.0M
- Discretionary AUM: $707.4M
- Non-discretionary AUM: $3.6M
- Clients: 12
- Accounts: 2,486

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Austin Brant Colby | OWNER / FINANCIAL PLANNER | — |
| Adam Frank Colby | CFO / CHIEF COMPLIANCE OFFICER | — |
| Michael Karl Earl | DIRECTOR OF WEALTH | — |
| Karie Renee Merritt | DIRECTOR OF CLIENT SERVICES | — |
| Daniel Marcus Johnson | OWNER | — |
| COLBY AUSTIN BRANT | OWNER / FINANCIAL PLANNER | — |
| COLBY ADAM FRANK | CFO / CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| EARL MICHAEL KARL | DIRECTOR OF WEALTH | — |
| MERRITT KARIE RENEE | DIRECTOR OF CLIENT SERVICES | — |
| JOHNSON DANIEL MARCUS | OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 615-395-8600 |
| — | — | 1 | 615-395-8600 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311385/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311385/similar
- Related entities: https://search.stillhousedata.com/firm/311385/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311385

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.