Overview
Assets Under Management: $130 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 37
Average Client Assets: $2.2 million
Frequently Asked Questions
WEALTH RESOURCES 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 #110131), WEALTH RESOURCES GROUP is subject to fiduciary duty under federal law.
WEALTH RESOURCES GROUP is headquartered in WESTLAKE VILLAGE, CA.
WEALTH RESOURCES GROUP serves 37 high-net-worth clients according to their SEC filing dated April 24, 2018. View client details ↓
According to their SEC Form ADV, WEALTH RESOURCES GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTH RESOURCES GROUP manages $130 million in client assets according to their SEC filing dated April 24, 2018.
According to their SEC Form ADV, WEALTH RESOURCES GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.35%
Average Client Assets: $2.2 million
Total Client Accounts: 517
Discretionary Accounts: 448
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 110131
Filing ID: 1212067
Last Filing Date: 2018-04-24 11:37:00