Investment adviser · CRD 141062

U.S. WEALTH GROUP, LLC

Investment adviser filing (IA)

· Form ADV filed Mar 26, 2026

Regulatory AUM
$182M
Form ADV · Item 5.F
Client accounts
257
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals57$130,986,53272.2%
Individuals200$50,544,85827.8%
Filing source

Form ADV 2078297 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

US WEALTH PARTNERS LPHedge Fund · Last reported Mar 30, 2018$4MGross asset value
Fund administrator TOWER FUND SERVICES RED BANK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO. ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY, MAY & CO.
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-5336219254
Reported beneficial owners
15
Minimum commitment
$100K
Form D file number
021-248593

Form ADV 1191664 · Mar 30, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

US WEALTH CAPITAL ADVISORS LLCHedge Fund · Last reported Mar 23, 2017$2.53MGross asset value
Fund administrator TOWER FUND SERVICES RED BANK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-1414797031
Reported beneficial owners
15
Minimum commitment
$100K
Form D file number
021-248593

Form ADV 1074354 · Mar 23, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

CRD 141062

Filing source

Form ADV 2078297 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.