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WOLD FINANCIAL GROUP

MENDOTA HEIGHTS, MN · CRD 316409 · IAPD ↗ · woldgroup.com · 612-347-7825

$182.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — WOLD FINANCIAL GROUP now reports custody of client assets ($53.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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