Wold Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$182,458,656
Total clients
72
43% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$2,534,148
About
Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities. As of December 31, 2025 the firm reports $182,458,656 in client assets managed entirely on a discretionary basis across roughly 72 client relationships.
The firm works with clients one‑on‑one using interviews and questionnaires to define objectives and suitability, then applies both fundamental and technical analysis within strategic and tactical asset allocation frameworks; clients may impose reasonable restrictions on their accounts. Consulting is available as part of the advisory relationship and managed accounts are reviewed at least quarterly, with implementation handled through the firm’s trading authority unless a client requests non‑discretionary service.
Compared with many peers, Wold Financial Group maintains no stated account minimums and reports an average client account size of roughly $2.5 million, indicating a concentration of larger relationships. The firm relies on Schwab Institutional for custody and execution, does not aggregate block trades, and does not vote client proxies (clients receive proxy materials directly from the custodian), which are operational choices that differ from many advisers.
Client services
Expertise
Fee options
0.50% to 1.25% annually
Main office location
Wold Financial Group
750 Main Street, Suite 109
Mendota Heights MN 55118, United States
Number of offices
1
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · Minnesota · Nebraska · Nevada · New Mexico · North Carolina · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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