Wealth Management Group Inc

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Assets, Funds, Holdings

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Wealth Management Group Inc
CRD #113706
SEC #801-118266
CIK #0002011342, 0001512780, 0001767474, 0002013988, 0002010748
AUM $144.7 MM (2024-02-29)
Employees 3 (100% Investors, 0% Brokers)
Phone336-760-4829
Address1399 Ashleybrook Lane, Suite 120
Winstonsalem, NC 27103
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
15012090603002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 1.9
CLFD 847.9 1.8
MSFT 1,918,222.4 1.1
PCAR 28,930.7 0.9
 
 
 
 
 
 
 
Holdings by Sector ($MM)
60048036024012002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 128 31.8
(b) Individuals (high net worth individuals) 54 113.0
(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 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 0.0
(n) Other 0 0.0
Total 553 144.7
By Discretionary
Discretionary 425 121.1
Non-Discretionary 128 23.6
Total 553 144.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 144.7
Total 553 144.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001512780]
13F-HR [0001767474]
13F-HR [0002010748]
13F-HR [0002011342]
13F-HR [0002013988]
Comparable Firms State AUM ($BB)
Dorman Financial Management PA
FL 0.1
Blueprint Wealth Management Inc
MD 0.1
May William Michael
CA 0.1
Meyer Capital Management LLC
OH 0.1
MJC Advisors LLC
MD 0.1
3 Factor Indexing LLC
CA 0.1
Family CFO LLC
NY 0.1
Pathmont LLC
WA 0.1
Pathworks Financial Inc
MI 0.1
Retirement Advisors Inc
AL 0.1
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