Wealth manager, independent · ANN Arbor, MI
Darden Wealth Group
Darden Wealth Group, Inc · SEC-registered investment adviser · CRD 294926 · SEC 801-120167
At a glance
Darden Wealth Group is an SEC-registered investment adviser based in ANN Arbor, Michigan, with $380 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 264 individual clients. By Form ADV it is a wealth manager, ranked 3,670th of 8,915 wealth managers and 9,045th of 17,210 SEC-registered advisers by assets.
Main office 734-294-0100dardenwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $380M
- Rank among wealth managers
- #3,670 of 8,915
- Rank among all SEC RIAs
- #9,045 of 17,210
- Rank in Michigan
- #145 of 305
- Individual clients
- 264
- High-net-worth clients
- 100
- Accounts
- 1,151
- Discretionary
- 92% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Andrea B. DardenPresident/ceo/cco
- David A. McNeelyCFO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 100 | $269M | 71% |
| Individuals | 164 | $76M | 20% |
| Charitable organizations | 3 | $29M | 8% |
| Corporations or other businesses | 6 | $5M | 1% |
Disciplinary disclosures
Darden Wealth Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗dardenwealth.com ↗
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The full record on Darden Wealth Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 6,161 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Darden Wealth Group manage?
Darden Wealth Group reports $380 million in regulatory assets under management across 1,151 accounts, 92% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Darden Wealth Group?
Darden Wealth Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Darden Wealth Group’s clients?
By assets, its largest client types are high-net-worth individuals ($269 million, 100 clients); individuals ($76 million, 164 clients); charitable organizations ($29 million, 3 clients).
Does Darden Wealth Group have any disciplinary history?
Darden Wealth Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Darden Wealth Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →