WOLD FINANCIAL GROUP

Overview

Wold Financial Group is a small wealth management firm that focuses on portfolio management for individuals, families and small businesses. The adviser operates under a percentage-of-AUM fee model and is set up as a limited liability company that registered with the SEC in 2021. Investment activity centers on managed, discretionary portfolios—public mutual funds are the single largest holding category—and the firm supplements those positions with allocations to external alternative managers when appropriate. Wold Financial Group is not positioned as an ESG-driven adviser and does not report multi-state advisory operations; its client base is concentrated on individual and family relationships rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices