# Darden Wealth Group

> Darden Wealth Group is an SEC-registered investment advisory firm in Ann Arbor, MI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 294926
- Filed as: DARDEN WEALTH GROUP
- Legal name: Darden Wealth Group, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294926
- AdvisorCensus page: https://advisorcensus.com/firm/darden-wealth-group-ann-arbor-mi-294926

## Quick answers

**How is Darden Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Darden Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Darden Wealth Group located?**
Darden Wealth Group's principal office is in Ann Arbor, MI, according to its Form ADV.

**Is Darden Wealth Group registered with the SEC or a state?**
Darden Wealth Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 294926.

**How much does Darden Wealth Group manage?**
Darden Wealth Group reports $379,556,400 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (92% discretionary).

**How have Darden Wealth Group's assets and staff changed since 2021?**
In the Form ADV data for Darden Wealth Group: Regulatory assets under management: $133,620,392 in the October 2021 data and $379,556,400 in the October 2026 data, up 184%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Darden Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (100); corporations or other businesses not listed above (6).

**Which custodians does Darden Wealth Group use?**
Darden Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Darden Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/294926

**Does Darden Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "Our financial requirement is the client must have $500,000 of investable assets. This can include retirement assets."

**What changed in Darden Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $500,000

> Our financial requirement is the client must have $500,000 of investable assets. This can include retirement assets.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $379,556,400
- Discretionary: $348,596,848
- Non-discretionary: $30,959,552

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $75,947,963 |
| High net worth individuals | 100 | $269,304,526 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $28,876,113 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $5,427,798 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, DC, FL, GA, IL, MI, NH, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dardenwealth.com
- dwg.dardenwealth.com
- Facebook @DARDEN-WEALTH-GROUP-227367558007654
- LinkedIn @DARDEN-WEALTH-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,620,392 | 4 | August 2, 2021 |
| October 2022 | $166,224,266 | 5 | July 27, 2022 |
| October 2023 | $212,465,274 | 5 | July 26, 2023 |
| October 2024 | $250,279,561 | 5 | September 25, 2024 |
| October 2025 | $302,096,323 | 5 | February 22, 2025 |
| October 2026 | $379,556,400 | 5 | March 26, 2026 |

Regulatory assets under management: $133,620,392 in the October 2021 data and $379,556,400 in the October 2026 data, up 184%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $302,096,323 to $379,556,400 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Darden Wealth Group (CRD 294926): Form ADV filing data as of October 2026.