Darden Wealth Group, Inc
- Regulatory AUM
- $380M
- Discretionary
- $349M
- Clients
- 273
- Avg AUM / client
- $1.4M
- Accounts
- 1,151
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 164 | $75.9M | 20.0% |
| High net worth individuals | 100 | $269M | 71.0% |
| Charitable organizations | 3 | $28.9M | 7.61% |
| Corporations and other businesses | 6 | $5.4M | 1.43% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrea Bernardini Darden | President/Ceo/Cco | Mar 2018 (8y) | 75% or more | |
| Mark Minder | Registered representative | May 2018 (8y) | ||
| David Andrew Mcneely | Registered representative | CFA | Sep 2019 (7y) | |
| Hylan Charles Moises | Registered representative | Jul 2022 (4y) | ||
| Andrea Lee Russo | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $313M (83% of AUM) Mar 2026
- Tiaa Cref Individual & Institutional Services, Llc $31.0M (10% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗