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| Keyboard |
| WOLD Financial Group LLC
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|---|---|
| CRD # | 316409 |
| SEC # | 801-122348 |
| CIK # | |
| AUM | 182.5 M (2026-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 612-347-7825 |
| Address | 750 Main Street Mendota Heights, MN 55118 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 20.7 |
| (b) Individuals (high net worth individuals) | 31 | 161.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 327 | 182.5 |
| By Discretionary | ||
| Discretionary | 327 | 182.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 182.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 180.4 | |
| Total | 327 | 182.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Miller Gesko & Co Inc
✚
|
NY | 183.1 M |
|
Hoffmann Hermanson LLC
✚
|
CO | 183.0 M |
|
Walton Financial
✚
|
AL | 182.9 M |
|
Anchored Financial Planning LLC
✚
|
NJ | 182.9 M |
|
OFC Financial Planning LLC
✚
|
182.8 M | |
|
White Wing Wealth Management LLC
✚
|
TX | 182.8 M |
|
Invariant Investment Management LLC
✚
|
PA | 182.7 M |
|
SAFS LLC
✚
|
PA | 182.6 M |
|
Godfrey Financial Associates Inc
✚
|
NY | 182.5 M |
|
Allegiance Financial Advisors Inc
✚
|
FL | 181.9 M |