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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLBY, ADAM, FRANK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, DANIEL, MARCUS | I | OWNER | NA | |
| JOHNSON, DANIEL, MARCUS | I | OWNER | NA | |
| JOHNSON, DANIEL, MARCUS | I | OWNER | NA | |
| JOHNSON, DANIEL, MARCUS | I | OWNER | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| MERRITT, KARIE, RENEE | I | DIRECTOR OF CLIENT SERVICES | NA | |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, AUSTIN, BRANT | I | OWNER / FINANCIAL PLANNER | E | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| COLBY, ADAM, FRANK | I | CFO / CHIEF COMPLIANCE OFFICER | A | Control |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A | |
| EARL, MICHAEL, KARL | I | DIRECTOR OF WEALTH | A |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL IL LA MN NE TN TX VA WI
Address
14850 SCENIC HEIGHTS ROADSUITE #100
EDEN PRAIRIE, MN 55344
United States
Phone: 952-937-9423