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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Plus Group Wealth Advisors LLC
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|---|---|
| CRD # | 300714 |
| SEC # | 801-132046 |
| CIK # | |
| AUM | $137.1 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 262-285-7654 |
| Address | 680 Main Street Belgium, WI 53004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 91.4 |
| (b) Individuals (high net worth individuals) | 28 | 41.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 965 | 137.1 |
| By Discretionary | ||
| Discretionary | 965 | 137.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 965 | 137.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.1 | |
| Total | 965 | 137.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Defined Financial Planning LLC
✚
|
CA | 0.1 |
|
Georgia Wealth Partners LLC
✚
|
GA | 0.1 |
|
Risk Management Group LLC
✚
|
MD | 0.1 |
|
Saxon Securities LLC
✚
|
CA | 0.1 |
|
Bellwether Investment Group LLC
✚
|
TN | 0.1 |
|
McAlvany Wealth Management LLC
✚
|
CO | 0.1 |
|
Dedeker Financial LLC
✚
|
MN | 0.1 |
|
BWA LLC
✚
|
CA | 0.1 |
|
Bluebird Wealth Management LLC
✚
|
MA | 0.1 |
|
Palos Management Inc
✚
|
0.1 |