SEC Form ADV

WOLD FINANCIAL GROUP

Firm profile: Wold Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN
$182.5M
Assets Under Management
327
Total Clients
3
Employees
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Registration Details

Accession
CRD-316409
Location
MENDOTA HEIGHTS, MN
Filing Date
March 17, 2026
AUM
$182.5M
Total Clients
327
Employees
3
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

WOLD FINANCIAL GROUP is a registered investment adviser headquartered in MENDOTA HEIGHTS, MN, managing approximately $182.5M in assets across 327 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.