DBA: THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
| Total AUM | $711.0M |
| Discretionary | $707.4M99% of AUM |
| Non-Discretionary | $3.6M |
| Client Accounts | 2,486 |
| Avg Account Size | $286K |
| Employees | 12 |
| Peak AUM | $711.0MJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $711M | +25.5% | +25.4% | — | |
| Discretionary AUM | $707M | ||||
| Total AUM | $711.0M |
| Discretionary | $707.4M |
| Employees | 12 |
| Client Accounts | 2486 |
| Client Range | 0 |
Address
14850 SCENIC HEIGHTS ROAD
EDEN PRAIRIE MN 55344
Phone
952-937-9423
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$707M
99.5% of AUM
Non-Discretionary
$4M
0.5% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody
Total AUM
$711M
| +26.1% |
| +25.9% |
| — |
| Non-Disc. AUM | $4M | 38.5% | 14.3% | — |
| Total Accounts | 2k | +2.8% | +9.7% | — |
| Avg Account Size | $286,008.295 | +22.1% | +14.3% | — |
| Employees | 12 | 0.0% | +6.3% | +11.4% |
| AUM / Employee | $59M | +25.5% | +18.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $711M | +25.5% | +25.4% | — | |
Client Count Segments | |||||
| HNW Clients | 314 | 6.0% | +1.1% | — | |
| Individuals | 277 | +25.9% | +22.4% | — | |