DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Darden Wealth Group
Legal name Darden Wealth Group, Inc
Latest filing Mar 26, 2026
First filing on the tape Dec 16, 2020 · 24 filings
SEC status approved since Jan 15, 2021
RAUM
$380M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
91%
$345M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$75.9M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$380M as of Mar 26, 2026
Jan 26, 2021$134M then
HNW client RAUM$269M as of Mar 26, 2026
Jan 26, 2021$88.0M then
State-registered IARs (5.B.3)4 as of Mar 26, 2026
Jan 26, 20213 then
Employees (5.A)5 as of Mar 26, 2026
Jan 26, 20214 then
Private funds: no history
RAUM +26% over the last fiscal year+21% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $75.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $329,762derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 7.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Custody
- $13.4M, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$269M71%
- Individuals$75.9M20%
- Charitable organizations$28.9M7.6%
- Corporations and businesses$5.4M1.4%
- Individual clients
- 164reported
- HNW clients
- 100reported
- Pension plan clients
- 0reported
- Charitable clients
- 3reported
- Accounts
- 1,151reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $13.4M for 7 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Andrea Bernardini Darden | Ann Arbor, Mi | May 16, 2018 | 24 y | 1 |
| Mark Minder | Ann Arbor, Mi | May 17, 2018 | 30 y | 3 |
| David Andrew McneelyChartered Financial Analyst | Ann Arbor, Mi | Sep 26, 2019 | 21 y | 4 |
| Hylan Charles Moises | Ann Arbor, Mi | Jul 18, 2022 | 21 y | 1 |
| Andrea Lee Russo | Ann Arbor, Mi | May 14, 2026 | 23 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Nikhil K Majithia to Vedanta Sentinel Investment AdvisorsAug 22, 2019 · RIA to a state-registered adviser
Joined, latest
- Andrea Lee Russo from Altrius Capital Management, Inc.May 14, 2026 · RIA to RIA
- Hylan Charles Moises from Commonwealth Financial NetworkJul 18, 2022 · Affiliated broker-dealer or bank to independent RIA
- David Andrew Mcneely from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 26, 2019 · Wirehouse to independent RIA
- Mark Minder from Chisholm & Dames IncMay 17, 2018 · Other
- Andrea Bernardini Darden from Chisholm & Dames IncMay 16, 2018 · Other
- Nikhil K Majithia from Pension Consultants IncMay 16, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Chisholm & Dames IncSep 13, 2018 · Whitmore Lake, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bernardini Andrea Darden · President/Ceo/Ccocontrolsince 03/2018 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ann Arbor, Mi · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,124 to 1,151Feb 22, 2025 to Feb 12, 2026
- Corporate clients · 2 to 6Feb 22, 2025 to Feb 12, 2026
- HNW clients · 84 to 100Feb 22, 2025 to Feb 12, 2026
- Individual clients · 176 to 164Feb 22, 2025 to Feb 12, 2026
- Pension plan clients · 6 to 0Feb 22, 2025 to Feb 12, 2026
- Assets in custody · $20.2M to $13.4MFeb 22, 2025 to Feb 12, 2026
- Discretionary RAUM · $293M to $349MFeb 22, 2025 to Feb 12, 2026
- HNW RAUM · $208M to $269MFeb 22, 2025 to Feb 12, 2026
- Individual RAUM · $63.6M to $75.9MFeb 22, 2025 to Feb 12, 2026
- Non-discretionary RAUM · $9.3M to $31.0MFeb 22, 2025 to Feb 12, 2026
- Pension RAUM · $6.7M to $0Feb 22, 2025 to Feb 12, 2026
- RAUM · $302M to $380MFeb 22, 2025 to Feb 12, 2026
- Accounts · 1,144 to 1,124Sep 25, 2024 to Feb 22, 2025
- Corporate clients · 0 to 2Sep 25, 2024 to Feb 22, 2025
- HNW clients · 55 to 84Sep 25, 2024 to Feb 22, 2025
- Individual clients · 197 to 176Sep 25, 2024 to Feb 22, 2025
- Pension plan clients · 10 to 6Sep 25, 2024 to Feb 22, 2025
- Assets in custody · $16.3M to $20.2MSep 25, 2024 to Feb 22, 2025
- Financial planning clients · 251-500 to 251-500Sep 25, 2024 to Feb 22, 2025
- Discretionary RAUM · $243M to $293MSep 25, 2024 to Feb 22, 2025
- HNW RAUM · $124M to $208MSep 25, 2024 to Feb 22, 2025
- Individual RAUM · $109M to $63.6MSep 25, 2024 to Feb 22, 2025
- Non-discretionary RAUM · $7.7M to $9.3MSep 25, 2024 to Feb 22, 2025
- Pension RAUM · $5.7M to $6.7MSep 25, 2024 to Feb 22, 2025
- RAUM · $250M to $302MSep 25, 2024 to Feb 22, 2025
- Accounts · 253 to 1,144Feb 20, 2024 to Mar 10, 2024
- Charity clients · 2 to 3Feb 20, 2024 to Mar 10, 2024
- HNW clients · 48 to 55Feb 20, 2024 to Mar 10, 2024
- Individual clients · 182 to 197Feb 20, 2024 to Mar 10, 2024
- Pension plan clients · 6 to 10Feb 20, 2024 to Mar 10, 2024
- Assets in custody · $9.2M to $16.3MFeb 20, 2024 to Mar 10, 2024
- Financial planning clients · 101-250 to 251-500Feb 20, 2024 to Mar 10, 2024
- Discretionary RAUM · $208M to $243MFeb 20, 2024 to Mar 10, 2024
- HNW RAUM · $96.7M to $124MFeb 20, 2024 to Mar 10, 2024
- Individual RAUM · $92.1M to $109MFeb 20, 2024 to Mar 10, 2024
- Non-discretionary RAUM · $4.7M to $7.7MFeb 20, 2024 to Mar 10, 2024
- Pension RAUM · $4.7M to $5.7MFeb 20, 2024 to Mar 10, 2024
- RAUM · $212M to $250MFeb 20, 2024 to Mar 10, 2024
- Advisory activities · 3 to 4Nov 5, 2023 to Feb 15, 2024
- Accounts · 178 to 253Jul 27, 2022 to Feb 9, 2023
Signals
1 dated events
- Darden Wealth Group filed its initial SEC registration (Form ADV)Dec 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- andrea@dardenwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- catherine@dardenwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- leeanne@dardenwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 713-462-0202reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 734-294-0100reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/DARDEN-WEALTH-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- DARDENWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 734-294-0100reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- dardenwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- dardenwealth.com/meet-the-team/team-overviewreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $75.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026