Investment adviser · CRD 112639
WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
WEALTH MANAGEMENT GROUP, LLC
ROCHESTER, NY, United States · Form ADV filed Mar 16, 2023
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 616 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 62 | $60,637,375 | 58.8% |
| Individuals | 183 | $35,188,826 | 34.1% |
| Government entities | Fewer than 5 | $3,242,663 | 3.1% |
| Retirement plans | Fewer than 5 | $2,180,639 | 2.1% |
| Insurance companies | Fewer than 5 | $989,242 | 1.0% |
| Charities | Fewer than 5 | $548,214 | 0.5% |
| Corporations & businesses | Fewer than 5 | $302,552 | 0.3% |
Filing source
Form ADV 1718260 · Mar 16, 2023 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2000 WINTON RD. SO., BUILDING 4A SUITE 206ROCHESTER, NY, 14618-3970, United States
CRD 112639
Filing source
Form ADV 1718260 · Mar 16, 2023 · 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.