Data / Investment advisers / Minnesota / The Wealth Group, Austin B. Colby & Associates
The Wealth Group, Austin B. Colby & Associates, Eden Prairie, MN: $711 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Wealth Group, Austin B. Colby & Associates is an SEC registered investment adviser with its main office in Eden Prairie, Minnesota and reports $711 million in regulatory assets under management in its Form ADV filed January 14, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch The Wealth Group, Austin B. Colby & Associates (CRD number 311385): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 311385
- SEC file number
- 801-120158
- SEC status
- Approved, effective January 14, 2021
- Legal name
- The Wealth Group, LTD
- Main office
- 14850 Scenic Heights Road Suite #100, Eden Prairie, MN 55344
- Phone
- (952) 937-9423
- Regulatory AUM
- $711,016,621 in the Form ADV filed January 14, 2026
- Discretionary AUM
- $707,397,181
- Non discretionary AUM
- $3,619,440
- Accounts
- 2,486
- Employees
- 12, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 277 | $549.3 million |
| Individuals (other than high net worth individuals) | 314 | $161.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $711 million | January 14, 2026 |
| December 1, 2025 | $566.7 million | November 11, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Navpoint Financial, Inc. | Prior Lake | $752.2 million | Not listed | adviserinfo.sec.gov |
| Stevens Foster Financial Advisors | Bloomington | $750.4 million | Not listed | adviserinfo.sec.gov |
| Summit Investment Advisory Services | Roseville | $745.8 million | Not listed | adviserinfo.sec.gov |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | $730.4 million | Not listed | adviserinfo.sec.gov |
| Valtinson Bruner Financial Planning | New Brighton | $712 million | Not listed | adviserinfo.sec.gov |
| Lifelong Wealth Advisors, Inc. | Arden Hills | $710.4 million | Not listed | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | Not listed | adviserinfo.sec.gov |
| Bond & Devick Wealth Partners | Saint Louis Park | $705.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Wealth Group, Austin B. Colby & Associates on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.