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THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
THE WEALTH GROUP, LTD
CRD 311385 · SEC 801-120158
14850 SCENIC HEIGHTS ROAD, SUITE #100, EDEN PRAIRIE, MN, 55344, United States
Phone
952-937-9423
Fax
952-937-9431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$711.0M
Discretionary AUM
$707.4M
Team
12 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $161.7M |
| High net worth individuals | 277 | $549.3M |
States served
AZ, CA, CO, IL, LA, MN, NE, TN, VA, WI, TX, FL
All web addresses on file
- https://www.linkedin.com/in/benjamin-thorson-896bb552/
- https://www.linkedin.com/in/jamy-antoine-153b7b13/
- https://www.facebook.com/share/15wKpz2wWu/?mibextid=wwXIfr
- https://www.linkedin.com/in/dean-goodwin-7a394a335/
- https://www.linkedin.com/in/karie-merritt-10b5b88a/
- HTTPS://WEALTHGROUP.COM/
- https://www.linkedin.com/company/the-wealth-group---austin-b.-colby-&-associates/about/
- https://www.facebook.com/people/The-Wealth-Group/100042021051727/
- https://www.linkedin.com/in/austinbcolby/
- https://www.linkedin.com/in/paige-knier/
- https://www.linkedin.com/in/jaron-kissner/
- https://www.linkedin.com/in/mikekearl/
- https://www.linkedin.com/in/daniel-m-johnson-cfp%C2%AE-4143b3b8/
Official SEC filing: View on IAPD