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CRG WEALTH, LLC
CRD 300615
6083 125TH AVE SE, CLEAR LAKE, MN, 55319, United States
Phone
702-234-8808
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminarsON-GOING FINANCIAL PLANNING/ FINANCIAL COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.0M |
| High net worth individuals | 1 | $374K |
| Charitable organizations | 1 | $145K |
All web addresses on file
Official SEC filing: View on IAPD