THE WEALTH GROUP, LTD
Legal name: THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
CRD #311385 SEC #801-120158 EDEN PRAIRIE, MN 952-937-9423
SEC Registered
Total AUM
$566.7M
Discretionary
$560.8M
Employees
12
Clients
0
Accounts
2,419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $566.7M | $560.8M | $5.9M | 12 | 0 |
| Feb 2025 | $566.7M | $560.8M | $5.9M | 12 | 0 |
| Jan 2025 | $566.7M | $560.8M | $5.9M | 12 | 0 |
| Jan 2024 | $459.8M | $453.5M | $6.3M | 11 | 0 |
| Jun 2023 | $363.1M | $354.5M | $8.6M | 10 | 0 |
| Apr 2023 | $363.1M | $354.5M | $8.6M | 10 | 0 |
| Mar 2023 | $363.1M | $354.5M | $8.6M | 10 | 0 |
| Feb 2023 | $363.1M | $354.5M | $8.6M | 10 | 0 |
| Feb 2023 | $360.3M | $354.5M | $5.8M | 10 | 0 |
| Jan 2023 | $360.3M | $354.5M | $5.8M | 10 | 0 |
| Sep 2022 | $421.6M | $417.3M | $4.3M | 10 | 0 |
| Jul 2022 | $421.6M | $417.3M | $4.3M | 10 | 0 |
| Jan 2022 | $421.6M | $417.3M | $4.3M | 10 | 0 |
| Jan 2022 | $421.6M | $417.3M | $4.3M | 10 | 0 |
| Sep 2021 | $370M | $361M | $9M | 7 | 0 |
| Jul 2021 | $370M | $361M | $9M | 7 | 0 |
| Jun 2021 | $0 | $0 | $0 | 7 | 0 |
| Mar 2021 | $0 | $0 | $0 | 7 | 0 |
| Feb 2021 | $0 | $0 | $0 | 7 | 0 |
| Jan 2021 | $0 | $0 | $0 | 7 | 0 |
| Dec 2020 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$566.7M
Discretionary$560.8M
Non-Disc.$5.9M
Employees12
Clients0
DateFeb 2025
Total AUM$566.7M
Discretionary$560.8M
Non-Disc.$5.9M
Employees12
Clients0
DateJan 2025
Total AUM$566.7M
Discretionary$560.8M
Non-Disc.$5.9M
Employees12
Clients0
DateJan 2024
Total AUM$459.8M
Discretionary$453.5M
Non-Disc.$6.3M
Employees11
Clients0
DateJun 2023
Total AUM$363.1M
Discretionary$354.5M
Non-Disc.$8.6M
Employees10
Clients0
DateApr 2023
Total AUM$363.1M
Discretionary$354.5M
Non-Disc.$8.6M
Employees10
Clients0
DateMar 2023
Total AUM$363.1M
Discretionary$354.5M
Non-Disc.$8.6M
Employees10
Clients0
DateFeb 2023
Total AUM$363.1M
Discretionary$354.5M
Non-Disc.$8.6M
Employees10
Clients0
DateFeb 2023
Total AUM$360.3M
Discretionary$354.5M
Non-Disc.$5.8M
Employees10
Clients0
DateJan 2023
Total AUM$360.3M
Discretionary$354.5M
Non-Disc.$5.8M
Employees10
Clients0
DateSep 2022
Total AUM$421.6M
Discretionary$417.3M
Non-Disc.$4.3M
Employees10
Clients0
DateJul 2022
Total AUM$421.6M
Discretionary$417.3M
Non-Disc.$4.3M
Employees10
Clients0
DateJan 2022
Total AUM$421.6M
Discretionary$417.3M
Non-Disc.$4.3M
Employees10
Clients0
DateJan 2022
Total AUM$421.6M
Discretionary$417.3M
Non-Disc.$4.3M
Employees10
Clients0
DateSep 2021
Total AUM$370M
Discretionary$361M
Non-Disc.$9M
Employees7
Clients0
DateJul 2021
Total AUM$370M
Discretionary$361M
Non-Disc.$9M
Employees7
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0