DFX Intelligence
Data Factory
Reading the graph
Reading the graph
MLG WEALTH MANAGEMENT, INC., CRD 308193
WOODBURY, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHELLE LYNN CAMPBELL | Certified Financial Planner | WOODBURY, MN | 6 | 32 | 2 | no |
| Matthew Lee Gulbransen | n/a | WOODBURY, MN | 6 | 21 | 3 | no |
| JEFFREY ALLAN CLARK | Certified Financial Planner | WOODBURY, MN | 6 | 15 | 2 | no |
| Ryan Jeffrey Key | n/a | WOODBURY, MN | 6 | 12 | 4 | no |
| JASON MICHAEL JOHNSON | Certified Financial Planner | WOODBURY, MN | Minnetonka, MN | 5 | 26 | 2 | no |
| DEREK JONATHAN NUTTER | n/a | Minnetonka, MN | WOODBURY, MN | 5 | 22 | 2 | no |
| Terra Rose Johnson | Certified Financial Planner | WOODBURY, MN | Minnetonka, MN | 5 | 14 | 2 | no |
| JOEL DEAN BAUMGARTEN | Certified Financial Planner | WOODBURY, MN | 4 | 18 | 3 | no |
| Joshua Paul Anderson | Certified Financial Planner | WOODBURY, MN | 3 | 10 | 1 | no |
| Dean Daichi Allen | Certified Financial Planner | WOODBURY, MN | 3 | 17 | n/a | no |
| JARED WILLIAM HOLT | Certified Financial Planner | WOODBURY, MN | 2 | 14 | 2 | no |
| Lauren Elizabeth Naze | Certified Financial Planner | WOODBURY, MN | 0 | 10 | 1 | no |
| Nicholas Wayne Fahrendorff | Certified Financial Planner | Minnetonka, MN | 0 | 10 | n/a | no |
| Michael Gregory Babicz | Certified Financial Planner | WOODBURY, MN | 0 | 12 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GULBRANSEN, MATTHEW, LEE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | yes | 03/2020 | May 7, 2020 | Dec 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THREE BRIDGES PRIVATE CAPITAL LP | n/a | State registered | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Minnetonka | Mn | United States | 3 | no |
| APPLE VALLEY | Mn | United States | 1 | no |
| ST. LOUIS PARK | Mn | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.5B | $1.5B | 24 | 14 | 3 | n/a | n/a |
| 2024 | Feb 12, 2025 | $1.2B | $1.2B | 21 | 13 | 3 | n/a | n/a |
| 2023 | Mar 4, 2024 | $1.0B | $1.0B | 20 | 8 | 3 | n/a | n/a |
| 2022 | Mar 16, 2023 | $700M | $700M | 10 | 8 | 2 | n/a | n/a |
| 2021 | Mar 16, 2022 | $626M | $626M | 10 | 8 | 2 | n/a | n/a |
| 2020 | Jan 4, 2021 | $507M | $507M | 11 | 7 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.2B | 19.5% | $700M | 28.7% | 24 | 21 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ADVISORNET WEALTH PARTNERS | 3 | Oct 2, 2020 | Oct 1, 2020 | MINNETONKA, MN | Team lift out | RIA to RIA | 2.7% |
| ADVISORNET WEALTH PARTNERS | 3 | Jul 24, 2020 | Jun 5, 2020 | MINNETONKA, MN | Team lift out | RIA to new firm | 2.8% |