# Wold Financial Group

Wold Financial Group is a Bank / Wealth / Trust based in Mendota Heights, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mendota Heights, United States
- **Region:** North America
- **Address:** Mendota Heights, MN, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** woldgroup.com
- **LinkedIn:** https://www.linkedin.com/company/wold-financial-llc

## Regulatory record

- **CRD number:** 316409
- **SEC file number:** 801-122348
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316409

## About

Wold Financial Group was established as a Minnesota-based investment advisory practice providing portfolio management, financial consulting, and wealth management services. The firm serves individuals, high-net-worth families, and business entities from its single office in Mendota Heights, a suburb of the Twin Cities. Its origins and founding principals are not broadly documented in public filings, consistent with a privately held, regionally focused advisory that does not market institutional investment products. Wold Financial Group's investment approach centers on advisory relationships rather than proprietary fund vehicles. The firm provides portfolio management and financial planning services directly to clients, a structure that emphasizes personalized asset allocation over commingled fund strategies. Its geographic focus remains the Upper Midwest. Without public fund offering documents or institutional track records available for review, the firm's specific asset-class allocation parameters and investment committee process remain undisclosed to external observers. Team size and total assets under advisement are not publicly disclosed. The firm operates from a single office in Mendota Heights, and there is no indication of additional locations. Wold does not advertise adjacent vehicles such as philanthropic foundations, real-asset arms, or club-style co-investment networks. Its website describes a standard registered investment advisory service model covering financial consulting alongside portfolio management. No dated operational event from the last 24 months is available in the public record. Wold Financial Group's structural shape is that of a traditional regional RIA — a privately held advisory business serving local clients through direct relationships rather than institutional fund marketing. This model places Wold in the large universe of U.S. wealth managers operating below the threshold of mandatory SEC ADV public disclosure aggregation services, making it structurally less visible than asset managers that market pooled vehicles to outside investors.

## Questions

### What services does Wold Financial Group offer?

Wold Financial Group provides investment advisory services including financial consulting, portfolio management, and wealth management. The firm serves individuals, high-net-worth clients, and business entities. It does not publicly market proprietary fund products, operating instead through direct client advisory relationships.

### Where is Wold Financial Group located?

The firm operates from a single office in Mendota Heights, Minnesota, a suburb south of St. Paul in the Twin Cities metropolitan area. No additional offices or regional branches are known to exist.

### Does Wold Financial Group disclose its assets under management?

No. Wold Financial Group does not publicly disclose assets under management or assets under advisement. The firm's size and client composition are not documented in publicly available filings or industry databases that aggregate ADV data.

### What investment vehicle structure does Wold Financial Group use?

Wold Financial Group does not appear to offer proprietary commingled funds. Its public presence describes an advisory model built on direct portfolio management and financial planning for individual accounts. The firm does not market pooled investment vehicles to outside institutional investors.

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Last updated: 2026-08-11T02:43:31.692Z

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