CRG Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,530,000
Total clients
4
25% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$382,500
About
CRG Wealth serves individual and high‑net‑worth clients as well as pension and charitable plan sponsors, managing a small, concentrated client base with roughly $3.1 million in assets under management. The firm offers discretionary portfolio management, ongoing financial planning, and pension consulting, and makes use of custodial platform services and automated ETF strategies for client accounts.
CRG Wealth develops individualized investment policy statements and applies charting, fundamental, quantitative and modern portfolio theory to construct model allocations, which it implements via direct securities, ETFs, options, short sales and third‑party managers or sub‑advisers. The firm also provides access to and management of pooled investment vehicles, and may exercise full discretionary authority for trading in those accounts.
Noteworthy for a firm of its size, CRG Wealth sponsors a private fund and acts as a private fund adviser, and it accepts performance‑based fees for pooled vehicles — arrangements that are uncommon among similarly sized supported advisers. The firm is affiliated with insurance-related activities and offers insurance and annuity products, runs educational seminars and workshops, and receives fee‑sharing and other third‑party support that create potential conflicts of interest clients should consider.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and pension consulting: $150 per hour.
$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - AND UP: 1.00%
Financial planning services: $150 per hour fixed rate; hourly fees between $150 and $500.
Clear Ridge Fund Partnership: 2.0% annual management fee (1/12th monthly) plus 20% performance allocation over high water mark.
On-going financial planning services monthly fixed fees between $49 and $300.
Fee-only: Financial planning fees: $150/hour fixed rate; Hourly fees between $150 and $500; On-going financial planning fees $49 to $300 monthly fixed fees.
Main office location
CRG Wealth, LLC
6083 125 Th Ave Se
Clear Lake MN 55319, United States
Number of offices
3
Most active in
Illinois · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")