This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$380MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$349M

Private client RAUM

$345MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$75.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,151

Individual clients

164

High net worth clients

100

Custody, client assets

$13.4M

SEC number

801-120167

CRD

294926

Filings on the tape

24

First filed

Dec 16, 2020

Latest filed

Mar 26, 2026

Organised

Corporation, MI

Website

dardenwealth.com

• Occurred

  Dec 16, 2020
  First Form ADV filing

  Darden Wealth Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5fea7853-1be7-c63d-b497-9d186592ad8f

First observed

Dec 16, 2020

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.