Overview
Assets Under Management: $174 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
WEALTH MANAGEMENT GROUP, INC. 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 #113706), WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT GROUP, INC. is headquartered in WINSTON-SALEM, NC.
WEALTH MANAGEMENT GROUP, INC. serves 62 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH MANAGEMENT GROUP, INC. manages $174 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 614
Discretionary Accounts: 504
Non-Discretionary Accounts: 110
Regulatory Filings
CRD Number: 113706
Last Filing Date: 2025-02-10 00:00:00
Website: https://accruentadvisors.com