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| Plus Group Wealth Advisors LLC
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|---|---|
| CRD # | 300714 |
| SEC # | 801-132046 |
| CIK # | 0002109515 |
| AUM | 158.9 M (2026-02-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 262-285-7654 |
| Address | 680 Main Street Belgium, WI 53004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109515 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.1 | ||
| Gabelli Utility Trust | 1.2 | ||
| Wisconsin Energy Corp | 1.0 | ||
| Sprott Inc | 0.6 | ||
| Badger Meter Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 109.4 |
| (b) Individuals (high net worth individuals) | 28 | 44.9 |
| (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 | 2.7 |
| (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 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,050 | 158.9 |
| By Discretionary | ||
| Discretionary | 1,050 | 158.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,050 | 158.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.9 | |
| Total | 1,050 | 158.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109515] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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