Wold Financial Group
Wold Financial Group is an SEC-registered ria in Mendota Heights, MN with $182.5M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Wold Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316409, SEC 801-122348, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $182.5M (2026-03-17)
- Firm type
- Ria
- Location
- Mendota Heights, MN
- Employees
- 3
- Clients
- 72
- CRD
- 316409
- Ownership
- WOLD, RYAN, DAVIS; WRIGHT, STEPHANIE, ANN
How much AUM does Wold Financial Group have?
Wold Financial Group reported $182.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Wold Financial Group?
Disclosed owners and executives of Wold Financial Group include WOLD, RYAN, DAVIS, WRIGHT, STEPHANIE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.