DARDEN WEALTH GROUP, INC
Legal name: DARDEN WEALTH GROUP
CRD #294926 SEC #801-120167 ANN ARBOR, MI 734-294-0100
SEC Registered
Total AUM
$302.1M
Discretionary
$292.8M
Employees
5
Clients
251
Accounts
1,124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $302.1M | $292.8M | $9.3M | 5 | 0 |
| Sep 2024 | $250.3M | $242.6M | $7.7M | 5 | 0 |
| Sep 2024 | $250.3M | $242.6M | $7.7M | 5 | 0 |
| Mar 2024 | $250.3M | $242.6M | $7.7M | 5 | 0 |
| Feb 2024 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Feb 2024 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Nov 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Oct 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Oct 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Jul 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| May 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| May 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Feb 2023 | $212.5M | $207.8M | $4.7M | 5 | 0 |
| Jul 2022 | $166.2M | $160.9M | $5.3M | 5 | 0 |
| Jul 2022 | $166.2M | $160.9M | $5.3M | 4 | 0 |
| Feb 2022 | $166.2M | $160.9M | $5.3M | 4 | 0 |
| Oct 2021 | $133.6M | $131.1M | $2.5M | 4 | 0 |
| Aug 2021 | $133.6M | $131.1M | $2.5M | 4 | 0 |
| Jan 2021 | $133.6M | $131.1M | $2.5M | 4 | 0 |
| Jan 2021 | $133.6M | $131.1M | $2.5M | 4 | 0 |
| Dec 2020 | $129M | $126.6M | $2.4M | 4 | 0 |
| Dec 2020 | $129M | $126.6M | $2.4M | 4 | 0 |
DateFeb 2025
Total AUM$302.1M
Discretionary$292.8M
Non-Disc.$9.3M
Employees5
Clients0
DateSep 2024
Total AUM$250.3M
Discretionary$242.6M
Non-Disc.$7.7M
Employees5
Clients0
DateSep 2024
Total AUM$250.3M
Discretionary$242.6M
Non-Disc.$7.7M
Employees5
Clients0
DateMar 2024
Total AUM$250.3M
Discretionary$242.6M
Non-Disc.$7.7M
Employees5
Clients0
DateFeb 2024
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateFeb 2024
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateNov 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateOct 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateOct 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateJul 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateMay 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateMay 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateFeb 2023
Total AUM$212.5M
Discretionary$207.8M
Non-Disc.$4.7M
Employees5
Clients0
DateJul 2022
Total AUM$166.2M
Discretionary$160.9M
Non-Disc.$5.3M
Employees5
Clients0
DateJul 2022
Total AUM$166.2M
Discretionary$160.9M
Non-Disc.$5.3M
Employees4
Clients0
DateFeb 2022
Total AUM$166.2M
Discretionary$160.9M
Non-Disc.$5.3M
Employees4
Clients0
DateOct 2021
Total AUM$133.6M
Discretionary$131.1M
Non-Disc.$2.5M
Employees4
Clients0
DateAug 2021
Total AUM$133.6M
Discretionary$131.1M
Non-Disc.$2.5M
Employees4
Clients0
DateJan 2021
Total AUM$133.6M
Discretionary$131.1M
Non-Disc.$2.5M
Employees4
Clients0
DateJan 2021
Total AUM$133.6M
Discretionary$131.1M
Non-Disc.$2.5M
Employees4
Clients0
DateDec 2020
Total AUM$129M
Discretionary$126.6M
Non-Disc.$2.4M
Employees4
Clients0
DateDec 2020
Total AUM$129M
Discretionary$126.6M
Non-Disc.$2.4M
Employees4
Clients0