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THE WEALTH GROUP, LTD
100 E. Six Forks Road
Suite 200
Raleigh, North Carolina 27609
Tel: 919-865-1924
About THE WEALTH GROUP, LTD
THE WEALTH GROUP, LTD, formally registered with the SEC as THE WEALTH GROUP, LTD. The firm was established in 06/09/2023. They have over 5 offices throughout the country.
THE WEALTH GROUP, LTD is a Raleigh, North Carolina based Financial Planning firm with nearly $247,866,680 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154106 |
| SEC# | 801-128145 |
| Assets Managed by Firm | $247,866,680 |
| No. of Clients | 519 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 519 | $247,866,680 |
| Individuals (other than high net worth individuals) | 261 | $60,500,436 |
| High net worth individuals | 102 | $178,464,010 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,624,128 |
| Charitable organizations | Fewer than 5 clients | $372,899 |
| Corporations or other businesses | 5 | $3,905,207 |
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