Overview
Assets Under Management: $567 million
Headquarters: EDEN PRAIRIE, MN
High-Net-Worth Clients: 220
Average Client Assets: $2 million
Frequently Asked Questions
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311385), THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES is subject to fiduciary duty under federal law.
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES is headquartered in EDEN PRAIRIE, MN.
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES serves 220 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES manages $567 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,419
Discretionary Accounts: 2,389
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 311385
Filing ID: 2026914
Last Filing Date: 2025-11-11 13:17:42
Website: 1