DARDEN WEALTH GROUP

Legal name: DARDEN WEALTH GROUP, INC

CRD 294926File 801-120167

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$379.6M

Below cohort median (national)

Discretionary AUM

$348.6M

Non-discretionary $31.0M

Clients

273

1,151 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jan 15, 2021
Principal office: 415 DETROIT ST., STE 100, ANN ARBOR, MI, 48104
Phone: 734-294-0100
Website: HTTP://WWW.DARDENWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $379.6M
Discretionary AUM: $348.6M
Non-discretionary AUM: $31.0M
Discretionary accounts: 1,059
Non-discretionary accounts: 92
Total accounts: 1,151
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$5.4M
Charitable organizations	Fewer than 5	$28.9M
High net worth individuals	100	$269.3M
Individuals (other than high net worth individuals)	164	$75.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.