Wold Financial Group provides portfolio management for individuals and small businesses.
Wold Financial Group reports 72 clients. They include 41 individual clients and 31 high-net-worth individuals. Of its assets, 100.0% ($182M across 327 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 11% |
| High-net-worth individuals | 43% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $20.7M | 11.4% | $505K |
| High-net-worth individuals | 31 | $162M | 88.6% | $5.22M |
| Total | 72 | $182M | 100% | $2.53M |
- Clients
- 41
- Regulatory AUM
- $20.7M
- AUM share
- 11.4%
- Avg. per client
- $505K
- Clients
- 31
- Regulatory AUM
- $162M
- AUM share
- 88.6%
- Avg. per client
- $5.22M
Total
- Clients
- 72
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- $2.53M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wold Financial Group charges 0.50%–1.25% a year for its Asset management services. The fee is billed in advance and is negotiable.
Fee details and sources
Ryan Wold owns 75% or more of Wold Financial Group. The leadership team of Wold Financial Group includes Chief Compliance Officer Stephanie Wright. It has 3 employees.
Leadership
Stephanie WrightChief Compliance Officer
Ryan WoldManaging Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Wold Financial Group LLC
Ryan Wold
Control person · since August 2021
- Owns 5% to 10% of Wold Financial Group LLC
Stephanie Wright
Control person · since August 2021
Wold Financial Group’s regulatory assets went from $180M (January 2022) to $182M (March 2026); clients fell from 282 to 72 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $182M | 72 | 3 | 1 |
| March 2025 | $172M | 92 | 3 | 1 |
| March 2024 | $166M | 71 | 3 | 1 |
| March 2023 | $164M | 71 | 3 | 1 |
| January 2022 | $180M | 282 | 3 | 1 |
Besides its headquarters, Wold Financial Group has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 750 Main Street, Suite 109, Mendota HeightsHQ
Contact and registration details
- Legal name
- Wold Financial Group LLC
- Headquarters
- 750 Main Street, Suite 109, Mendota Heights, MN 55118
- Website
- woldgroup.com
- Phone
- 612-347-7825
- SEC file
- 801-122348
- Structure
- Minnesota LLC
- Fiscal year end
- December
Wold Financial Group uses Charles Schwab ($182M) as custodian for its separately managed accounts. Wold Financial Group has custody of $53.9M in client assets for 14 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $182M100%
At year end, Wold Financial Group’s separately managed accounts were largely in funds (45%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds45%
- Bonds22%
- State and local bonds20%
- U.S. government and agency bonds2%
- Cash5%
How many clients does Wold Financial Group have?
Wold Financial Group has 72 clients and manages $182 million for them, as of March 2026. They include 41 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Wold Financial Group offer?
Wold Financial Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wold Financial Group charge?
Wold Financial Group charges 0.50%–1.25% a year for its Asset management services. The fee is billed in advance and is negotiable.
Source: WOLD FINANCIAL GROUP ADV PART 2A, filed 17 March 2026
Which custodians does Wold Financial Group use?
Wold Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Wold Financial Group have?
Wold Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wold Financial Group invest in?
At the end of its last fiscal year, Wold Financial Group’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 20% state and local bonds, 5% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wold Financial Group?
Wold Financial Group’s direct owners are Ryan Wold (75% or more) and Stephanie Wright (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Wold Financial Group get paid?
Wold Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wold Financial Group?
Wold Financial Group’s main office is at 750 Main Street, Suite 109, Mendota Heights, MN 55118. Its phone number is 612-347-7825. Its website is woldgroup.com.