T
$711.0M Total AUM
$707.4M Disc. AUM
17.0% 3Y CAGR
12 Employees
591 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-2021
- Office Locations
- 3
Office Locations
14850 Scenic Heights Road Suite #100 Eden Prairie MN
725 Cool Springs Boulevard Suite 445 Franklin TN
-- Franklin TN
About THE Wealth Group - Austin B. Colby & Associates
THE Wealth Group - Austin B. Colby & Associates is a Eden Prairie-based RIA with 3 offices. The firm has been operating for 5 years. Managing $711.0M in total assets under management, with 10 advisory representatives. They custody assets with Raymond James.
Team overview
26 AVG AGE
$71.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.5 yrs AVG TENURE
12 Employees
10 Advisory Reps
10 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
AUSTIN BRANT COLBY
FINANCIAL PLANNER, Investment Advisor, Owner
- CRD
- #4560375
- Ownership
- 75% or more
Available
Available
Available
A
ADAM FRANK COLBY
Chief Compliance Officer, Chief Financial Officer, Financial Planner
- CRD
- #6375439
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 5 owners & executives
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J
JAMY CHRISTOPHER ANTOINE
Financial Advisor
- CRD
- #7546521
Available
Available
Available
P
PAUL MATTHEW BENNETT
Financial Planner
- CRD
- #3084172
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,397,181 | $286,744 |
| Non-Discretionary | $3,619,440 | $190,497 |
| Total | $711,016,621 | $286,008 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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