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THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
Legal name: THE WEALTH GROUP, LTD
CRD 311385File 801-120158
APPROVED
Retail clients
Custody
Filing as of Jan 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$711.0M
Above cohort median (national)
Discretionary AUM
$707.4M
Non-discretionary $3.6M
Clients
591
2,486 accounts
Employees
12
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 14, 2021
- Principal office
- 14850 SCENIC HEIGHTS ROAD, SUITE #100, EDEN PRAIRIE, MN, 55344
- Phone
- 952-937-9423
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $711.0M
- Discretionary AUM
- $707.4M
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 2,467
- Non-discretionary accounts
- 19
- Total accounts
- 2,486
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 277 | $549.3M |
| Individuals (other than high net worth individuals) | 314 | $161.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.