Wealth Manager
    SEC Registered
    Manages Private Funds

    The Norden Group LLC

    Registered investment advisor · Provo, Utah · CRD #323988

    Assets Under Management
    $2B
    Client Accounts
    4,220
    Employees
    30
    CRD Number
    323988
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Norden Group LLC

    The Norden Group LLC is a wealth management firm offering investment management, tax optimization, estate planning, and asset protection services. Founded in 2014, it manages $1.7 billion in assets and operates independently without affiliations to banks or insurance companies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Norden Group LLC

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    Frequently Asked Questions

    What is The Norden Group LLC's AUM?

    The Norden Group LLC reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Norden Group LLC headquartered?

    The Norden Group LLC is headquartered in Provo, Utah.

    What is The Norden Group LLC's CRD number?

    The Norden Group LLC's CRD number is 323988. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Norden Group LLC manage?

    The Norden Group LLC manages approximately 4,220 client accounts according to its latest SEC filing.

    Is The Norden Group LLC SEC registered?

    Yes, The Norden Group LLC is registered with the SEC as an investment adviser with an approved registration status.

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