$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2019
- Office Locations
- 1
Office Locations
6083 125th AVE SE Clear Lake MN
About CRG Wealth, LLC
CRG Wealth is a planning-led RIA serving business owners, professionals, and families. Through its WTL5 process, the team connects wealth, tax, and legal planning with portfolio construction aligned to risk tolerance, time horizon, and goals. The firm emphasizes client education, proactive service, and tailored follow-through. Custody includes Charles Schwab (and TD Ameritrade).
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$191.3K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E
ERIK ROBERT DODDS
Chief Compliance Officer, CHIEF MARKETING OFFICER
- CRD
- #4356082
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,530,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,530,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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