| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Robert Neis Control | Chief Compliance Officer/Managing Member | 50-75% | 2019 |
| Jay Michael Lauer Control | Managing Member/Investment Advisor Representative | 50-75% | 2019 |
Plus Group Wealth Advisors, LLC reports $137.1 million in regulatory assets under management on its Form ADV.
Plus Group Wealth Advisors, LLC reports 4 employees.
Plus Group Wealth Advisors, LLC is based in Belgium, WI and has been SEC-registered since 2025.
Plus Group Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 680 Main Street, Belgium, WI 53004 |
| Phone | 262-285-7654 |
| Fax | 262-285-3003 |
| Office hours | 9:00 a.m. - 5:00 p.m. (Close At 4 p.m. On Fridays) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $137.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $137.1M |