CRG Wealth, LLC

RIAState Registered

Total AUM

$1.5M

Discretionary

$1.5M

100% of AUM

Avg account

$191K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Clear Lake, Minnesota
CRD number: 300615
Website: crgwealthllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals66.08%
HNWI24.44%
Charitable Organizations9.48%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CRG Wealth, LLC is an independent, limited-liability investment advisor that serves individuals, families and institutional clients. The firm is state-registered in Minnesota and Texas and is owned by a combination of a domestic entity and an individual. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. CRG Wealth bills clients through hourly and fixed fees and will accept performance-based arrangements for some mandates. The firm does not identify as an active ESG investor.