Overview
Assets Under Management: $313 million
Headquarters: DOVER, DE
High-Net-Worth Clients: 88
Average Client Assets: $2.5 million
Frequently Asked Questions
WEALTH MANAGEMENT GROUP 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 #113051), WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT GROUP is headquartered in DOVER, DE.
WEALTH MANAGEMENT GROUP serves 88 high-net-worth clients according to their SEC filing dated March 20, 2023. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEALTH MANAGEMENT GROUP manages $313 million in client assets according to their SEC filing dated March 20, 2023.
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.94%
Average Client Assets: $2.5 million
Total Client Accounts: 824
Discretionary Accounts: 824
Regulatory Filings
CRD Number: 113051
Filing ID: 1729123
Last Filing Date: 2023-03-20 14:46:00