CRG Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,385,000
Clients
4
Advisors
1
of 1 employees
About
CRG Wealth, LLC provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, retirement plans, charitable organizations, and pooled investment vehicles. The firm delivers ongoing discretionary portfolio management (including use of Charles Schwab Institutional Intelligent Portfolios) and may appoint sub‑advisers to manage client accounts.
CRG frames client work around a written Investment Policy Statement and uses model allocations and automated tools for ongoing rebalancing and tax‑loss harvesting where applicable. Its analysis blends charting, fundamental and quantitative methods, and it employs strategies that range from long‑term holdings to options and short sales, with associated risk disclosures.
Notably, the firm sponsors and manages a private fund (Clear Ridge Fund) and advises pooled investment vehicles, and it accepts performance‑based fees for that vehicle — activities that are uncommon for firms of similar scale. The firm’s principal also maintains insurance and other outside business interests, and CRG offers periodic educational seminars and workshops (some fee‑based and not offered in Washington), all of which the brochure discloses as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - AND UP: 1.00%
$150-$500/hour for financial planning and pension consulting
Clear Ridge Fund Partnership: 2.0% annual management fee (charged monthly as 1/12th), plus 20% annual performance allocation over high water mark
On-going financial planning fees: $49 to $300 monthly
Fee-only: Fixed fees for financial planning and pension consulting: $150/hour (negotiable); Hourly financial planning fees: $150-$500/hour; On-going financial planning monthly fixed fees: $49-$300/month
Main office
6083 125th Ave SE
Clear Lake MN 55319
Advisors at this office
1
Most active in
Minnesota · Texas
Also doing business as
Canyon Ridge Group, LLC · Crg Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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