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- Custodian
- Fidelity/NFS · SEI · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-16-2018
- Office Locations
- 1
Office Locations
About Darden Wealth Group
Darden Wealth Group is an Ann Arbor-based wealth management firm focused on families and business owners seeking to build and transfer generational wealth. The team delivers integrated planning that ties investments with tax, estate, governance, family business, and philanthropic goals, with an emphasis on clear, jargon-free communication. Portfolios lean on ETFs and public funds, with custody options including Fidelity/NFS and SEI. Over 100 years of combined experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREA BERNARDINI DARDEN
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #4395802
- Ownership
- 75% or more
DAVID ANDREW MCNEELY
Chief Financial Officer, Portfolio Manager
- CRD
- #4852840
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK MINDER
Wealth Advisor
- CRD
- #2748581
HYLAN CHARLES MOISES
Financial Advisor, General Partner
- CRD
- #4855954
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,596,848 | $329,175 |
| Non-Discretionary | $30,959,552 | $336,517 |
| Total | $379,556,400 | $329,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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