U.S. WEALTH GROUP, LLC

7600 Jericho Turnpike
Suite 303
Woodbury, New York 11797
Tel: 516-682-9800

About U.S. WEALTH GROUP, LLC

US WEALTH GROUP, LLC, formally registered with the SEC as US WEALTH GROUP, LLC. The firm was established in 07/14/2006. They have over 2 offices throughout the country.

U.S. WEALTH GROUP, LLC is a Woodbury, New York based Financial Planning firm with nearly $154,274,106 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141062
SEC#	801-66977
Assets Managed by Firm	$154,274,106
No. of Clients	256
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	256	$154,274,106
Individuals (other than high net worth individuals)	207	$47,399,444
High net worth individuals	49	$106,874,662

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