RIA Intelligence

MLG WEALTH MANAGEMENT, INC.

Legal name: PINE GROVE FINANCIAL GROUP

CRD #308193 SEC #801-118868 WOODBURY, MN 651 714 0323
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
25
Clients
51
Accounts
4,353

AUM Over Time

DateDec 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients43
DateDec 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients43
DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients43
DateDec 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients64
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients64
DateMay 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients22
DateMar 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients22
DateMar 2023
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees10
Clients22
DateDec 2022
Total AUM$626.2M
Discretionary$626.2M
Non-Disc.$0
Employees10
Clients5
DateOct 2022
Total AUM$626.2M
Discretionary$626.2M
Non-Disc.$0
Employees10
Clients5
DateMar 2022
Total AUM$626.2M
Discretionary$626.2M
Non-Disc.$0
Employees10
Clients5
DateDec 2021
Total AUM$507.2M
Discretionary$507.2M
Non-Disc.$0
Employees11
Clients5
DateSep 2021
Total AUM$507.2M
Discretionary$507.2M
Non-Disc.$0
Employees11
Clients5
DateJan 2021
Total AUM$507.2M
Discretionary$507.2M
Non-Disc.$0
Employees11
Clients5
DateJan 2021
Total AUM$507.2M
Discretionary$507.2M
Non-Disc.$0
Employees11
Clients5
DateSep 2020
Total AUM$309.3M
Discretionary$309.3M
Non-Disc.$0
Employees8
Clients5
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0