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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Group Inc
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| CRD # | 113706 |
| SEC # | 801-118266 |
| CIK # | 0002013988, 0001512780, 0001767474, 0002010748, 0002011342 |
| AUM | $173.6 M (2025-02-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 336-760-4829 |
| Address | 1399 Ashleybrook Lane, Suite 120 Winstonsalem, NC 27103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 6.3 | ||
| 3M Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 34.0 |
| (b) Individuals (high net worth individuals) | 62 | 139.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 614 | 173.6 |
| By Discretionary | ||
| Discretionary | 504 | 150.9 |
| Non-Discretionary | 110 | 22.8 |
| Total | 614 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 614 | 173.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sandia Wealth Management LLC
✚
|
NM | 0.2 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.2 |
|
Renaud & Company LLC
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|
MO | 0.2 |
|
Kleinhenz & Associates Ltd
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|
0.2 | |
|
Certified Planners Inc
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|
CA | 0.2 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.2 |
|
High Point Wealth Management LLC
✚
|
NJ | 0.2 |
|
Tetley Investments LLC
✚
|
IL | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.2 |
|
Picea Capital LLC
✚
|
FL | 0.2 |