THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
Firm details
- Headquarters
- EDEN PRAIRIE, Minnesota
- CRD number
- 311385
- Registered since
- January 14, 2021
- Website
- thewealthgroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.26%
- Individuals22.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Wealth Group - Austin B. Colby & Associates is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. Ownership is individual and the firm targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Compensation comes through a mix of percentage-of-AUM fees and fixed-fee arrangements. The firm also operates as an insurance broker, which likely ties to its use of annuities. It is not identified as a capital allocator, and it is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds92%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
1 of 1ADAM COLBY
Partner, CFOCRD 6375439
Contacts
3 of 10AUSTIN COLBY
Owner, Senior Financial PlannerCRD 4560375
MICHAEL EARL
Director of Wealth ManagementCRD 4906020
DANIEL JOHNSON
Partner, Financial PlannerCRD 6835060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EDEN PRAIRIE, MN
HENNEPIN
Location
EDEN PRAIRIE, MN
Headquartered in EDEN PRAIRIE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 14850 Scenic Heights Rd
- Time zone
- CT (UTC-6)
- Office locations
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