Overview
Assets Under Management: $945 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 122
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,151
Discretionary Accounts: 2,921
Non-Discretionary Accounts: 230
Regulatory Filings
CRD Number: 29087
Filing ID: 1985517
Last Filing Date: 2025-05-20 11:45:00
Website: https://weg1.com