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| Wealth Management Group Inc
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|---|---|
| CRD # | 113706 |
| SEC # | 801-118266 |
| CIK # | 0002013988, 0002010748, 0001767474, 0001512780, 0002011342 |
| AUM | 197.7 M (2026-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 336-760-4829 |
| Address | 1399 Ashleybrook Lane, Suite 120 Winstonsalem, NC 27103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [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) | 64 | 32.0 |
| (b) Individuals (high net worth individuals) | 74 | 165.7 |
| (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 | 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 | 636 | 197.7 |
| By Discretionary | ||
| Discretionary | 530 | 174.8 |
| Non-Discretionary | 106 | 23.0 |
| Total | 636 | 197.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.7 | |
| Total | 636 | 197.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Squared Financial LLC
✚
|
MD | 198.7 M |
|
Cedarstone Advisors
✚
|
CA | 198.4 M |
|
Safir Wealth Advisors LLC
✚
|
198.2 M | |
|
Constant Guidance Financial LLC
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|
MA | 198.0 M |
|
Boardwalk Financial Strategies LLC
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|
WI | 197.6 M |
|
Inman Financial Services Inc
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|
OR | 197.5 M |
|
Rydar Equities Inc
✚
|
TX | 197.4 M |
|
Osprey Capital Management Corp
✚
|
FL | 197.2 M |
|
Concordia Wealth Management LLC
✚
|
MA | 197.1 M |
|
Continental Investors Services Inc
✚
|
WA | 196.8 M |