WOLD FINANCIAL GROUP LLC

WOLD FINANCIAL GROUP LLC of MENDOTA HEIGHTS, MN is an SEC-registered investment adviser (CRD 316409). Regulatory assets under management: $182.5M.

Registration

• CRD: 316409
• SEC file number: 801-122348
• Type: Registered investment adviser
• Location: 750 MAIN STREET, SUITE 109, MENDOTA HEIGHTS, MN, 55118
• Phone: 612-347-7825
• Latest filing: 2026-03-17
• Regulatory AUM: $182.5M
• Discretionary AUM: $182.5M
• Clients: 3
• Accounts: 327

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search