← Back to searchVisit website
WOLD FINANCIAL GROUP
WOLD FINANCIAL GROUP LLC
CRD 316409 · SEC 801-122348
750 MAIN STREET, SUITE 109, MENDOTA HEIGHTS, MN, 55118, United States
Phone
612-347-7825
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.5M
Discretionary AUM
$182.5M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)FINANACIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $20.7M |
| High net worth individuals | 31 | $161.7M |
States served
AZ, CA, CO, IL, IN, MI, MN, NE, NV, NM, NC, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD