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  5. The Wealth Group, LTD

The Wealth Group, LTD

Company Details

Name: The Wealth Group, LTD
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 19 Jun 2002 (23 years ago)
Company Number: ddd2d9ba-9dd4-e011-a886-001ec94ffe7f
File Number: 12F-559
Registered Office Address: 14850 Scenic Heights Rd #100, Eden Prairie, MN 55344–2245, USA
Principal Executive Office Address: 14850 SCENIC HEIGHTS RD STE 100, EDEN PRAIRIE, MN 55344–2245, USA
ZIP code: 55344
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
2010748 14850 SCENIC HEIGHTS RD #100, EDEN PRAIRIE, MN, 55344 14850 SCENIC HEIGHTS RD #100, EDEN PRAIRIE, MN, 55344 9529379431

Filings since 2024-10-08
Form type 13F-HR
File number 028-23635
Filing date 2024-10-08
Reporting date 2024-09-30
File View File

Filings since 2024-07-24
Form type N-PX
File number 028-23635
Filing date 2024-07-24
Reporting date 2024-06-30
File View File

Filings since 2024-07-09
Form type 13F-HR
File number 028-23635
Filing date 2024-07-09
Reporting date 2024-06-30
File View File

Filings since 2024-05-14
Form type 13F-HR
File number 028-23635
Filing date 2024-05-14
Reporting date 2024-03-31
File View File

Filings since 2024-02-08
Form type 13F-HR
File number 028-23635
Filing date 2024-02-08
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE WEALTH GROUP 401(K) PLAN 2023 020617292 2024-01-24 THE WEALTH GROUP, LTD. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2024-01-24
Name of individual signing AUSTIN B COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-01-24
Name of individual signing AUSTIN B COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2022 020617292 2023-01-30 THE WEALTH GROUP, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2023-01-30
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-01-30
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2021 020617292 2022-01-14 THE WEALTH GROUP, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2022-01-14
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-01-14
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2020 020617292 2021-01-11 THE WEALTH GROUP, LTD. 8
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2021-01-11
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-11
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2020 020617292 2021-01-19 THE WEALTH GROUP, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2021-01-19
Name of individual signing AUSTIN B COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-19
Name of individual signing AUSTIN B COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2019 020617292 2020-01-10 THE WEALTH GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2020-01-10
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-01-10
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2018 020617292 2019-01-10 THE WEALTH GROUP, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2019-01-10
Name of individual signing AUSTIN B COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-10
Name of individual signing AUSTIN B COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2017 020617292 2018-01-12 THE WEALTH GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2018-01-12
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-12
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2016 020617292 2017-02-06 THE WEALTH GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2017-02-06
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-06
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
THE WEALTH GROUP 401(K) PLAN 2015 020617292 2016-01-26 THE WEALTH GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9529379423
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2016-01-26
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-01-26
Name of individual signing AUSTIN COLBY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
Austin Colby Agent

Chief Executive Officer

Name Role Address
Austin Colby Chief Executive Officer 14850 SCENIC HEIGHTS RD STE 100, EDEN PRAIRIE, MN 55344–2245, USA

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic) (Business Name: The Wealth Group, LTD) 2013-06-05
Registered Office and/or Agent - Business Corporation (Domestic) 2007-07-17
Original Filing - Business Corporation (Domestic) 2002-06-19
Business Corporation (Domestic) Business Name (Business Name: Franke Financial, Ltd.) 2002-06-19

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 09 Dec 2024

Sources: Minnesota's Official State Website

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