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THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

EDEN PRAIRIE, MN · CRD 311385 · IAPD ↗ · 952-937-9423

$711.0MRegulatory AUM
10Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES reported RAUM up 25% ($566.7M -> $711.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2025 — THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES notice-filed in AZ, CA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
February 2025 — THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES changed its website from wealthgroupmn.com to wealthgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
February 2025 — THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES crossed $500M in regulatory AUM ($459.8M -> $566.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
February 2024 — THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES reported RAUM up 27% ($363.1M -> $459.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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