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| Darden Wealth Group Inc
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|---|---|
| CRD # | 294926 |
| SEC # | 801-120167 |
| CIK # | 0002011221 |
| AUM | 379.6 M (2026-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 734-294-0100 |
| Address | 415 Detroit St Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.5 | ||
| Alphabet Inc | 10.2 | ||
| Apple Inc | 8.6 | ||
| Vector Acquisition Corp | 7.4 | ||
| Amazon Com Inc | 7.0 | ||
| Broadcom Inc | 6.7 | ||
| Microsoft Corp | 6.6 | ||
| Alphabet Inc | 4.2 | ||
| Micron Technology Inc | 3.9 | ||
| CrowdStrike Holdings Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 75.9 |
| (b) Individuals (high net worth individuals) | 100 | 269.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 28.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,151 | 379.6 |
| By Discretionary | ||
| Discretionary | 1,059 | 348.6 |
| Non-Discretionary | 92 | 31.0 |
| Total | 1,151 | 379.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.6 | |
| Total | 1,151 | 379.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011221] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vista Investment Partners II LLC
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IN | 383.1 M |
|
The Strategic Financial Alliance Inc
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GA | 382.0 M |
|
Wolff Wiese Magana LLC
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CA | 381.8 M |
|
Pecaut & Co
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|
IA | 381.8 M |
|
IMS Capital Management LLC
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|
OR | 380.9 M |
|
Suncoast Capital Management
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LA | 380.0 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 377.6 M |
|
Yeomans Consulting Group Inc
✚
|
GA | 377.1 M |
|
Christy Capital Management Inc
✚
|
GA | 376.3 M |