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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THE NORDEN GROUP LLC

CRD 323988

PROVO, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7fe0add-b131-7447-8546-1f5c043c378f

Data as of Feb 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 8
On other graphs: 0
Observed: Dec 6, 2022 to Feb 2, 2026
27 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-02-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $89.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 30
Advisory employees: 20
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 4,220
Individual clients: 976
High net worth clients: 295
Custody, client assets: $706M
SEC number: 801-127137
CRD: 323988
Filings on the tape: 27
First filed: Dec 6, 2022
Latest filed: Feb 2, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRENT ALAN COCHRAN	n/a	PROVO, UT \| Salt Lake City, UT	3	33	4	no
BRADLEY TYSON FERNEY	n/a	PROVO, UT \| Idaho Falls, ID	3	26	5	no
SHANE ALLEN JENSEN	Chartered Financial Consultant	St George, UT \| PROVO, UT	3	26	6	yes
GAREN TANNER WINN	n/a	PROVO, UT	3	17	3	no
RACHELLE MORRIS	n/a	Salt Lake City, UT \| PROVO, UT	3	16	2	no
RENN MICHAEL OLSEN	Certified Financial Planner	Salt Lake City, UT \| PROVO, UT	3	18	2	no
Raymond Wilhelm Johns	n/a	PROVO, UT	3	19	5	no
SETH LARSON MERRILL	Certified Financial Planner	PROVO, UT	3	14	3	no
TYSON LANCE WAKLEY	n/a	St George, UT \| PROVO, UT	3	15	3	no
BRAD WILSON SORENSEN	n/a	PROVO, UT	3	9	2	no
KYLEE MARIE ADAMSON	Certified Financial Planner	PROVO, UT	3	11	1	no
AHLIN ROCHELLE HAFEN	n/a	Salt Lake City, UT \| PROVO, UT	3	11	1	no
MATTHEW KIP MENDENHALL	n/a	Idaho Falls, ID \| PROVO, UT	3	15	3	no
TRENT LEWIS JOHNSON	n/a	PROVO, UT \| Idaho Falls, ID	3	14	3	yes
Colter Alan Yde	n/a	Idaho Falls, ID \| PROVO, UT	3	11	1	no
NATHAN LEROY ROSELL	Certified Financial Planner	PROVO, UT	2	10	3	no
Rachelle Dillingham	n/a	Centerville, UT	2	10	2	no
Jason Morgan Perkins	n/a	Heber City, UT	2	31	3	no
Cody Joseph Hutchinson	n/a	St. George, UT	2	12	1	no
Alec Bruce Abbott	n/a	Newport Beach, CA \| PROVO, UT	2	35	4	no
JOSEPH PHILLIP ARCE	n/a	Scottsdale, AZ \| PROVO, UT	1	28	3	no
Hayden Matthew Johnson	n/a	SALT LAKE CITY, UT \| PROVO, UT	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARCE, JOSEPH, PHILLIP	CHIEF COMPLIANCE OFFICER	Na	yes	11/2024	Feb 2, 2026	Feb 2, 2026
COCHRAN, BRENT, ALAN	Partner	Na	yes	10/2022	Feb 2, 2026	Feb 2, 2026
MERRILL, SETH, LARSON	Partner	D	yes	02/2014	Feb 2, 2026	Feb 2, 2026
OLSEN, RENN, MICHAEL	CHEIF OPERATING OFFICER	Na	yes	09/2023	Feb 2, 2026	Feb 2, 2026
WINN, GAREN, TANNER	Partner	D	yes	02/2014	Feb 2, 2026	Feb 2, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
IDAHO FALLS	Id	United States	6	no
SALT LAKE CITY	Ut	United States	6	no
Provo	Ut	United States	2	no
ST. GEORGE	Ut	United States	2	no
NEWPORT BEACH	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 2, 2026	$2.0B	$2.0B	30	20	4	n/a	n/a
2024	Feb 5, 2025	$1.7B	$1.7B	29	21	4	n/a	n/a
2023	Mar 12, 2024	$987M	$987M	21	12	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	6	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.7B	13.1%	n/a	n/a	30	29	4	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PORTSIDE WEALTH GROUP, LLC	2	Dec 31, 2023	Jan 8, 2024	PROVO, UT	Team lift out	RIA to RIA	4.9%
TOWNSQUARE CAPITAL, LLC	15	Jun 28, 2023	May 11, 2023	LEHI, UT	Team lift out	RIA to RIA	46.9%

Relationships

Registered with (22)

← Hayden Matthew JohnsonAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← JOSEPH PHILLIP ARCEAdvisorregistration: current employment
Jan 5, 2025 to presentfactForm ADV
← Alec Bruce AbbottAdvisorregistration: current employment
May 31, 2024 to presentfactForm ADV
← Cody Joseph HutchinsonAdvisorregistration: current employment
May 6, 2024 to presentfactForm ADV
← Jason Morgan PerkinsAdvisorregistration: current employment
Apr 3, 2024 to presentfactForm ADV
← Rachelle DillinghamAdvisorregistration: current employment
Jan 8, 2024 to presentfactForm ADV
← NATHAN LEROY ROSELLAdvisorregistration: current employment
Jan 3, 2024 to presentfactForm ADV
← MATTHEW KIP MENDENHALLAdvisorregistration: current employment
May 11, 2023 to presentfactForm ADV
← TRENT LEWIS JOHNSONAdvisorregistration: current employment
May 11, 2023 to presentfactForm ADV
← Colter Alan YdeAdvisorregistration: current employment
May 11, 2023 to presentfactForm ADV
← BRENT ALAN COCHRANAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← BRADLEY TYSON FERNEYAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← SHANE ALLEN JENSENAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← GAREN TANNER WINNAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← RACHELLE MORRISAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← RENN MICHAEL OLSENAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← Raymond Wilhelm JohnsAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← SETH LARSON MERRILLAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← TYSON LANCE WAKLEYAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← BRAD WILSON SORENSENAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← KYLEE MARIE ADAMSONAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← AHLIN ROCHELLE HAFENAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV

Controls (3)

← COCHRAN, BRENT, ALANOwnerPARTNER, ownership code NA, individual
Dec 6, 2022 to Nov 18, 2024factForm ADV
← WINN, GAREN, TANNEROwnerPARTNER, ownership code D, individual
Dec 6, 2022 to Nov 18, 2024factForm ADV
← MERRILL, SETH, LARSONOwnerPARTNER, ownership code D, individual
Dec 6, 2022 to Nov 18, 2024factForm ADV

Owns (2)

← ARCE, JOSEPH, PHILLIPOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 22, 2023 to Nov 18, 2024factForm ADV
← OLSEN, RENN, MICHAELOwnerCHEIF OPERATING OFFICER, ownership code NA, individual
Dec 6, 2022 to Nov 18, 2024factForm ADV

Moved with (2)

← PORTSIDE WEALTH GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2023 to Jan 8, 2024factForm ADV
← TOWNSQUARE CAPITAL, LLCRegistered adviser15 advisors, team lift out, same day
Jun 28, 2023 to May 11, 2023factForm ADV

Dated events

Occurred
Feb 5, 2025
Regulatory AUM changed
The Norden Group Llc reported RAUM $1.7B, up 76% from $987.2M (2024-11-18 to 2025-02-05)
Form ADVobserved 6 days ago
$752M
Occurred
Nov 10, 2024
Control person left
Ashley Matthew Swendiman (Chief Compliance Officer) no longer on Schedule A of The Norden Group Llc (listed 2024-09-25, absent 2024-11-10)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2024
Control person joined
Ashley Matthew Swendiman (Chief Compliance Officer) appeared on Schedule A of The Norden Group Llc
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Team lift-out
2 advisors left Portside Wealth Group, LLC (Provo, UT) for The Norden Group LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 22, 2023
Regulatory AUM changed
The Norden Group Llc reported RAUM $899.7M, up 374% from $189.6M (2023-09-05 to 2023-09-22)
Form ADVobserved 6 days ago
$710M
Occurred
Sep 22, 2023
Control person left
Michael Renn Olsen (Chief Compliance Officer) no longer on Schedule A of The Norden Group Llc (listed 2023-09-05, absent 2023-09-22)
Form ADVobserved 6 days ago
Occurred
Jun 28, 2023
Team lift-out
15 advisors left Townsquare Capital, LLC (Lehi, UT) for The Norden Group LLC on the same day
Form ADVobserved 6 days ago
15 advisors
Occurred
Dec 6, 2022
First Form ADV filing
The Norden Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7fe0add-b131-7447-8546-1f5c043c378f
First observed: Dec 6, 2022
Last observed: Feb 2, 2026 7 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.

THE NORDEN GROUP LLC

CRD 323988

PROVO, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7fe0add-b131-7447-8546-1f5c043c378f

Data as of Feb 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRENT ALAN COCHRAN

n/a

PROVO, UT | Salt Lake City, UT

BRADLEY TYSON FERNEY

n/a

PROVO, UT | Idaho Falls, ID

SHANE ALLEN JENSEN

Chartered Financial Consultant

St George, UT | PROVO, UT

yes

GAREN TANNER WINN

n/a

PROVO, UT

RACHELLE MORRIS

n/a

Salt Lake City, UT | PROVO, UT

RENN MICHAEL OLSEN

Certified Financial Planner

Salt Lake City, UT | PROVO, UT

Raymond Wilhelm Johns

n/a

PROVO, UT

SETH LARSON MERRILL

Certified Financial Planner

PROVO, UT

TYSON LANCE WAKLEY

n/a

St George, UT | PROVO, UT

BRAD WILSON SORENSEN

n/a

PROVO, UT

KYLEE MARIE ADAMSON

Certified Financial Planner

PROVO, UT

AHLIN ROCHELLE HAFEN

n/a

Salt Lake City, UT | PROVO, UT

MATTHEW KIP MENDENHALL

n/a

Idaho Falls, ID | PROVO, UT

TRENT LEWIS JOHNSON

n/a

PROVO, UT | Idaho Falls, ID

yes

Colter Alan Yde

n/a

Idaho Falls, ID | PROVO, UT

NATHAN LEROY ROSELL

Certified Financial Planner

PROVO, UT

Rachelle Dillingham

n/a

Centerville, UT

Jason Morgan Perkins

n/a

Heber City, UT

Cody Joseph Hutchinson

n/a

St. George, UT

Alec Bruce Abbott

n/a

Newport Beach, CA | PROVO, UT

JOSEPH PHILLIP ARCE

n/a

Scottsdale, AZ | PROVO, UT

Hayden Matthew Johnson

n/a

SALT LAKE CITY, UT | PROVO, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARCE, JOSEPH, PHILLIP

CHIEF COMPLIANCE OFFICER

yes

11/2024

Feb 2, 2026

COCHRAN, BRENT, ALAN

Partner

yes

10/2022

Feb 2, 2026

MERRILL, SETH, LARSON

Partner

yes

02/2014

Feb 2, 2026

OLSEN, RENN, MICHAEL

CHEIF OPERATING OFFICER

yes

09/2023

Feb 2, 2026

WINN, GAREN, TANNER

Partner

yes

02/2014

Feb 2, 2026

City

State

Country

Employees

Also broker-dealer

IDAHO FALLS

United States

SALT LAKE CITY

United States

Provo

United States

ST. GEORGE

United States

NEWPORT BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 2, 2026

$2.0B

n/a

2024

Feb 5, 2025

$1.7B

n/a

2023

Mar 12, 2024

$987M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.7B

13.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PORTSIDE WEALTH GROUP, LLC

Dec 31, 2023

Jan 8, 2024

PROVO, UT

Team lift out

RIA to RIA

4.9%

TOWNSQUARE CAPITAL, LLC

Jun 28, 2023

May 11, 2023

LEHI, UT

Team lift out

RIA to RIA

46.9%