Webb Financial Group
Webb Financial Group is an SEC-registered mass-market adviser in Bloomington, MN with $397.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Webb Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106617, SEC 801-39985, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $397.2M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Bloomington, MN
- Employees
- 8
- Clients
- 673
- CRD
- 106617
- Ownership
- WEBB, JEROME, TERRY; BISCHOFF, MICHAEL, GEORGE; WEBB, GARY, S; HOLMEN, CRYSTAL, LYNN; VERBEKE, DAVID, MICHAEL
How much AUM does Webb Financial Group have?
Webb Financial Group reported $397.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Webb Financial Group?
Disclosed owners and executives of Webb Financial Group include WEBB, JEROME, TERRY, BISCHOFF, MICHAEL, GEORGE, WEBB, GARY, S, HOLMEN, CRYSTAL, LYNN, VERBEKE, DAVID, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.