Investment adviser · CRD 173629
WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
CUMBERLAND, WI, United States · Form ADV filed Jan 4, 2016
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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: Jan 4, 2016. View historical filings
Reported services
Financial planning · Pension consulting · Publication of newsletters
Compensation
Hourly · Subscription · Fixed
Principal office
1328 2ND AVENUECUMBERLAND, WI, 54829, United States
CRD 173629
Filing source
Form ADV 965105 · Jan 4, 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.