EDEN PRAIRIE, MNCRD 311385Latest ADV January 14, 2026
The Wealth Group - Austin B. Colby & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Eden Prairie, MN.
Assets Under Management
$711M
Employees
12
Offices
1 office
Total Clients
591
Primary office
EDEN PRAIRIE, MN
14850 SCENIC HEIGHTS ROAD, SUITE #100, EDEN PRAIRIE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.1% of total clients.
Top client categories% of clientsClients
1
Individuals
53.1%
314
2
HNWI
46.9%
277
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$711Mas of January 14, 2026
Discretionary99.5%
$707M
99% of total RAUM99.5%
Non-discretionary0.5%
$4M
1% of total RAUM0.5%
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$711M
Total Accounts2,486
10Y AUM Change+$711M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee49:1
10Y Employee Change+5 (+71.4%)
* 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.