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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WOLD, RYAN, DAVIS | I | MANAGING PARTNER | E | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WRIGHT, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL IL IN MI MN NC NE NM NV TX WA WI
Address
750 MAIN STREETSUITE 109
MENDOTA HEIGHTS, MN 55118
United States
Phone: 612-347-7825