Darden Wealth Group

$379.6MAssets under management
as of Mar 2026 · SEC Form ADV
Ann Arbor, MI
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Tech stack

No one at Darden Wealth Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Darden Wealth Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $179M held · filed Sep 2024
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $30M held · filed Sep 2024
Communications Archiving/Monitoring