WOLD FINANCIAL GROUP LLC
Legal name: WOLD FINANCIAL GROUP
CRD #316409 SEC #801-122348 MENDOTA HEIGHTS, MN 612-347-7825
SEC Registered
Total AUM
$172.5M
Discretionary
$172.5M
Employees
3
Clients
0
Accounts
311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $172.5M | $172.5M | $0 | 3 | 0 |
| Mar 2024 | $165.7M | $165.7M | $0 | 3 | 0 |
| Mar 2023 | $164.2M | $163.4M | $752K | 3 | 0 |
| Sep 2022 | $180.2M | $180.2M | $0 | 3 | 0 |
| Jan 2022 | $180.2M | $180.2M | $0 | 3 | 0 |
| Oct 2021 | $118.1M | $118.1M | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$164.2M
Discretionary$163.4M
Non-Disc.$752K
Employees3
Clients0
DateSep 2022
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0