Investment adviser · CRD 119660

WEALTH MANAGEMENT GROUP, LLP

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Jun 27, 2012

Regulatory AUM
$80.4M
Form ADV · Item 5.F
Client accounts
256
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

18201 VON KARMAN AVENUE, SUITE 305
IRVINE, CA, 92612-1070, United States

CRD 119660

Filing source

Form ADV 656361 · Jun 27, 2012 · 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.