← Tributary

DARDEN WEALTH GROUP

ANN ARBOR, MI · CRD 294926 · IAPD ↗ · dardenwealth.com · 734-294-0100

$379.6MRegulatory AUM
4Advisory reps
5Employees
3Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — DARDEN WEALTH GROUP reported RAUM up 26% ($302.1M -> $379.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — DARDEN WEALTH GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
March 2024 — DARDEN WEALTH GROUP notice-filed in CT, DC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.