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| Happy Holidays!! thanks for using AUM13F!! |
| The Wealth Group Ltd
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| CRD # | 154106 |
| SEC # | 801-128145 |
| CIK # | 0002013988, 0001512780, 0001767474, 0002010748, 0002011342 |
| AUM | $288.9 M (2025-03-30) |
| Employees | 11 (73% Investors, 45% Brokers) |
| Phone | 919-865-1924 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 6.3 | ||
| 3M Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 44.7 |
| (b) Individuals (high net worth individuals) | 153 | 239.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 692 | 288.9 |
| By Discretionary | ||
| Discretionary | 691 | 285.6 |
| Non-Discretionary | 1 | 3.4 |
| Total | 692 | 288.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.9 | |
| Total | 692 | 288.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Craft & Sage Wealth LLC
✚
|
MO | 0.3 |
|
AXIS Wealth Partners LLC
✚
|
RI | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
Financial Planning Navigators Corp
✚
|
MN | 0.3 |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 0.3 |
|
Dynamic Market Advantage LLC
✚
|
KY | 0.3 |
|
Davies Financial Advisors Inc
✚
|
CA | 0.3 |
|
Whipplewood Advisors LLC
✚
|
CO | 0.3 |
|
M E Allison & Co Inc
✚
|
TX | 0.3 |