Darden Wealth Group is an SEC registered investment adviser organized as a corporation with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 26, 2026, reports $380M in regulatory assets under management, 5 employees, and 1,151 accounts.
Assets Under Management
$380M
Employees
5
Offices
--
Total Clients
273
Primary office
ANN ARBOR, MI
415 DETROIT ST., STE 100, ANN ARBOR, MI, United States
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
164
2
HNWI
36.6%
100
3
Corporations
2.2%
6
4
Charitable
1.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of March 26, 2026
Discretionary91.8%
$349M
92% of total RAUM91.8%
Non-discretionary8.2%
$31M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$380M
Total Accounts1,151
10Y AUM Change+$251M (+194.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee55:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.