Investment adviser · CRD 109291

US ADVISORY GROUP INC

Investment adviser filing (IA)

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

WAKEFIELD, MA, United States · Form ADV filed Jul 21, 2016

Regulatory AUM
$53.5M
Form ADV · Item 5.F
Client accounts
166
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

1 Private fund

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

COMMONWEALTH PAIN MANAGEMENTPrivate Equity Fund · Last reported Jun 9, 2016$20MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3903321210
Reported beneficial owners
34
Minimum commitment
$100K

Form ADV 1017690 · Jun 9, 2016 · 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: Jul 21, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

301 EDGEWATER PLACE, SUITE 410
WAKEFIELD, MA, 01880, United States

CRD 109291

Filing source

Form ADV 1030437 · Jul 21, 2016 · 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.