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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-17-2021
- Office Locations
- 1
Office Locations
About Wold Financial Group
Minnesota-based Wold Financial Group provides comprehensive, individualized wealth management for families and entrepreneurs, combining investment management and planning across all assets. The firm emphasizes frequent communication, collaborative decision-making, and customized portfolios with a conservative tilt toward growth, income, and capital preservation. Led by managing partners Ryan Wold (25+ years) and Stephanie Wright (30+ years), supported by a long-built professional referral network.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN DAVIS WOLD
Managing Partner
- CRD
- #2702213
- Ownership
- 75% or more
STEPHANIE ANN WRIGHT
Chief Compliance Officer, Managing Partner
- CRD
- #3062131
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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BARRY WALTER WOLD
Financial Advisor
- CRD
- #2095296
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,458,656 | $557,978 |
| Non-Discretionary | $0 | -- |
| Total | $182,458,656 | $557,978 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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