Hedge Fund Database

DARDEN WEALTH GROUP

DARDEN WEALTH GROUP, INC Legal Name

Adviser information for DARDEN WEALTH GROUP last updated from Form ADV on March 10th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,132 $242.6M
Non-Discretionary 12 $7.7M
Total 1,144 $250.3M

Clients

Type Number RAUM
Individuals 197 $108.7M
HNW Individuals 55 $124.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 10 $5.7M
Charitable organizations <5 $12.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-120167
SEC ERA File Number 801-120167
SEC CIK Numbers 2011221
SEC CRD Numbers 294926
Legal Entity Identifier None

Principal Office

415 DETROIT ST.
STE 100
ANN ARBOR
MI
United States
Monday - Friday, 9-5
Tel: 734-294-0100, Fax: 1-734-219-4013

Websites

www.dardenwealth.com www.linkedin.com/company/darden-wealth-group/ www.facebook.com/darden-wealth-group-227367558007654/ dwg.dardenwealth.com

Chief Compliance Officer

ANDREA B DARDEN
415 DETROIT ST.
STE 100
ANN ARBOR
MI
United States
Tel: 734-294-0100
Fax: 734-219-4013
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DARDEN, ANDREA, BERNARDINI Individual – PRESIDENT/CEO/CCO 03/2018 > 75%

No. Employees, Historic

10502020202120222023202420254 on 12/16/20204 on 12/22/20204 on 1/26/20214 on 1/27/20214 on 8/2/20214 on 10/20/20214 on 2/16/20224 on 7/18/20225 on 7/27/20225 on 2/9/20235 on 5/9/20235 on 5/26/20235 on 7/26/20235 on 10/11/20235 on 10/19/20235 on 11/5/20235 on 2/15/20245 on 2/20/20245 on 3/10/2024

RAUM, Historic

300M150M0202020212022202320242025129006619 on 12/16/2020129006619 on 12/22/2020133620392 on 1/26/2021133620392 on 1/27/2021133620392 on 8/2/2021133620392 on 10/20/2021166224266 on 2/16/2022166224266 on 7/18/2022166224266 on 7/27/2022212465274 on 2/9/2023212465274 on 5/9/2023212465274 on 5/26/2023212465274 on 7/26/2023212465274 on 10/11/2023212465274 on 10/19/2023212465274 on 11/5/2023212465274 on 2/15/2024212465274 on 2/20/2024250279561 on 3/10/2024

No. Clients, Historic

3001500202020212022202320242025153 on 12/16/2020153 on 12/22/2020153 on 1/26/2021153 on 1/27/2021153 on 8/2/2021153 on 10/20/2021178 on 2/16/2022178 on 7/18/2022178 on 7/27/2022238 on 2/9/2023238 on 5/9/2023238 on 5/26/2023238 on 7/26/2023238 on 10/11/2023238 on 10/19/2023238 on 11/5/2023238 on 2/15/2024238 on 2/20/2024265 on 3/10/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 785K 5K 0
ACCENTURE PLC IRELAND SHS CLASS A 635K 2K 0
ADOBE INC COM 708K 1K 0
ADVANCED MICRO DEVICES INC COM 2M 12K 0
ALPHABET INC CAP STK CL A 7M 41K 0
ALPHABET INC CAP STK CL C 3M 14K 0
AMAZON COM INC COM 7M 34K 0
AMERICAN INTL GROUP INC COM NEW 240K 3K 0
APOLLO GLOBAL MGMT INC COM 201K 2K 0
APPLE INC COM 8M 40K 0
APPLIED MATLS INC COM 229K 970 0
ARISTA NETWORKS INC COM 2M 5K 0
ASML HOLDING N V NY REGISTRY SHS 2M 1K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K 0
BLACKROCK INC COM 493K 626 0
BOEING CO COM 1M 8K 0
BROADCOM INC COM 3M 2K 0
BUILDERS FIRSTSOURCE INC COM 581K 4K 0
CHEVRON CORP NEW COM 1M 7K 0
COCA COLA CO COM 323K 5K 0
CONOCOPHILLIPS COM 202K 2K 0
COSTCO WHSL CORP NEW COM 544K 640 0
CROWDSTRIKE HLDGS INC CL A 2M 5K 0
EATON CORP PLC SHS 32M 10K 0
ELI LILLY & CO COM 1M 1K 0
SELECT SECTOR SPDR TR ENERGY 1M 12K 0
EXXON MOBIL CORP COM 306K 3K 0
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 2M 133K 0
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 2M 3K 0
GABELLI EQUITY TR INC COM 348K 67K 0
GE AEROSPACE COM NEW 286K 2K 0
GILEAD SCIENCES INC COM 310K 5K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 235K 2K 0
HOME DEPOT INC COM 908K 3K 0
INTEL CORP COM 328K 11K 0
INVESCO QQQ TR UNIT SER 1 1M 2K 0
ISHARES TR 0-5YR HI YL CP 625K 15K 0
ISHARES TR CORE 1 5 YR USD 1M 28K 0
ISHARES INC CORE MSCI EMKT 1M 20K 0
ISHARES TR CORE S&P MCP ETF 2M 31K 0
ISHARES TR CORE S&P SCP ETF 2M 15K 0
ISHARES TR CORE S&P TTL STK 319K 3K 0
ISHARES TR CORE S&P US GWT 1M 12K 0
ISHARES TR CORE TOTAL USD 288K 6K 0
ISHARES TR ESG AW MSCI EAFE 333K 4K 0
ISHARES TR FLTG RATE NT ETF 4M 69K 0
ISHARES TR MSCI USA QLT FCT 430K 3K 0
ISHARES TR MSCI USA VALUE 725K 7K 0
ISHARES TR SELECT DIVID ETF 2M 16K 0
ISHARES TR SHORT TREAS BD 1M 12K 0
ISHARES TR TIPS BD ETF 2M 16K 0
ISHARES TR TRS FLT RT BD 1M 21K 0
ISHARES TR US TREAS BD ETF 585K 26K 0
JANUS DETROIT STR TR HENDRSON AAA CL 340K 7K 0
JOHNSON & JOHNSON COM 450K 3K 0
JPMORGAN CHASE & CO. COM 886K 4K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 519K 9K 0
LAM RESEARCH CORP COM 740K 695 0
LINDE PLC SHS 439K 1K 0
LOCKHEED MARTIN CORP COM 229K 490 0
MASTERCARD INCORPORATED CL A 1M 3K 0
MCDONALDS CORP COM 362K 1K 0
META PLATFORMS INC CL A 391K 775 0
MICRON TECHNOLOGY INC COM 1M 10K 0
MICROSOFT CORP COM 8M 18K 0
MORGAN STANLEY COM NEW 233K 2K 0
NEXTERA ENERGY INC UNIT 09/01/2025 646K 16K 0
NUSHARES ETF TR NUVEEN ESG MIDCP 226K 5K 0
NVIDIA CORPORATION COM 27M 216K 0
ORACLE CORP COM 268K 2K 0
PALO ALTO NETWORKS INC COM 1M 4K 0
PROCTER AND GAMBLE CO COM 619K 4K 0
QUALCOMM INC COM 219K 1K 0
QUANTA SVCS INC COM 407K 2K 0
RTX CORPORATION COM 982K 10K 0
SACHEM CAP CORP COM 471K 182K 0
SCHWAB STRATEGIC TR US LCAP VA ETF 240K 3K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 450K 6K 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 454K 11K 0
SPDR GOLD TR GOLD SHS 247K 1K 0
SPDR S&P 500 ETF TR TR UNIT 1M 3K 0
SUPER MICRO COMPUTER INC COM 627K 765 0
TARGET CORP COM COM 651K 4K 0
SELECT SECTOR SPDR TR TECHNOLOGY 331K 1K 0
TESLA INC COM 389K 2K 0
THERMO FISHER SCIENTIFIC INC COM 354K 640 0
TJX COS INC NEW COM 221K 2K 0
TOPBUILD CORP COM 235K 610 0
TRANE TECHNOLOGIES PLC SHS 1M 4K 0
TRANSMEDICS GROUP INC COM 334K 2K 0
UNITED RENTALS INC COM 291K 450 0
UNITEDHEALTH GROUP INC COM 537K 1K 0
VANECK ETF TRUST SEMICONDUCTR ETF 946K 4K 0
VANGUARD WORLD FD INDUSTRIAL ETF 266K 1K 0
VANGUARD INDEX FDS LARGE CAP ETF 559K 2K 0
VANGUARD WORLD FD MEGA GRWTH IND 219K 697 0
VANGUARD INDEX FDS MID CAP ETF 200K 828 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 283K 6K 0
VANGUARD INDEX FDS TOTAL STK MKT 981K 4K 0
VISA INC COM CL A 365K 1K 0
WALMART INC COM 321K 5K 0