CRG Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,385,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$346,250
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
On-going financial planning/ financial coaching
On-going financial planning/ financial coaching
Expertise
Options & derivatives strategies
Active portfolio management
Tax-loss harvesting
Private / alternative investments
Occupation focus
Founder/Business Owner
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 location
CRG Wealth, LLC
6083 125 Th Ave Se
Clear Lake MN 55319, United States
Number of offices
3
Most active in
CRG Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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