Key facts
- WOLD FINANCIAL GROUP is a other based in MENDOTA HEIGHTS, MN.
- WOLD FINANCIAL GROUP reports $2.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 316409- Regulatory AUM
- $2.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- MENDOTA HEIGHTS, MN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WOLD FINANCIAL GROUP LLC).
Free account
See the whole book
- ·Watchlist + alerts for WOLD FINANCIAL GROUP's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for WOLD FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is WOLD FINANCIAL GROUP's AUM?
- WOLD FINANCIAL GROUP manages approximately $2.1M in assets.