|
⚲
|
| Keyboard |
| The Wealth Group Ltd
✚
|
|
|---|---|
| CRD # | 154106 |
| SEC # | 801-128145 |
| CIK # | 0002013988, 0002010748, 0001767474, 0001512780, 0002011342 |
| AUM | 160.2 M (2026-03-30) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 919-865-1924 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 16.0 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 23.5 |
| (b) Individuals (high net worth individuals) | 41 | 131.5 |
| (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 | 3.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 160.2 |
| By Discretionary | ||
| Discretionary | 292 | 156.3 |
| Non-Discretionary | 1 | 3.9 |
| Total | 293 | 160.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.2 | |
| Total | 293 | 160.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kropog Financial Group LLC
✚
|
LA | 160.5 M |
|
Fenix Asset Management LLC
✚
|
NY | 160.4 M |
|
M3 Wealth Management LLC
✚
|
OH | 160.2 M |
|
Harding Financial Group LLC
✚
|
OH | 160.2 M |
|
Arbor Private Wealth LLC
✚
|
VA | 160.1 M |
|
Steven Feldstein & Associates
✚
|
160.0 M | |
|
Fidelis Financial Planning LLC
✚
|
MO | 160.0 M |
|
Kensington Financial Advisors LLC
✚
|
NJ | 159.9 M |
|
Read & Powell Financial Services LLC
✚
|
NV | 159.7 M |
|
Wiregrass Investment Management LLC
✚
|
GA | 159.7 M |