| Name | Title | Ownership | Since |
|---|---|---|---|
| Cornelius Trawick McDonald Control | President/Chief Compliance Officer | Over 75% | 2004 |
The Wealth Group, Ltd reports $288.9 million in regulatory assets under management on its Form ADV.
The Wealth Group, Ltd reports 8 employees.
The Wealth Group, Ltd is based in Raleigh, NC and has been SEC-registered since 2023.
The Wealth Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 E. Six Forks Road, Suite 200, Raleigh, NC 27609 |
| Phone | 919-865-1924 |
| Fax | 919-865-1925 |
| Office hours | 5-Sep |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $285.6M |
| Non-discretionary | $3.4M |
| Total (RAUM) | $288.9M |