Overview
Assets Under Management: $154 million
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
U.S. WEALTH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141062), U.S. WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
U.S. WEALTH GROUP, LLC is headquartered in WOODBURY, NY.
U.S. WEALTH GROUP, LLC serves 49 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, U.S. WEALTH GROUP, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
U.S. WEALTH GROUP, LLC manages $154 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, U.S. WEALTH GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 141062
Last Filing Date: 2025-02-13 00:00:00
Website: https://uswealthgroup.com