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U.S. Wealth Group, LLC

● SEC registered since 2006CRD 141062SEC# 801-66977Woodbury, NY
Export (members)
Reg. AUM
$154.3M
Employees
2
Accounts
256
Location
Woodbury, NY

U.S. Wealth Group, LLC assets under management

U.S. Wealth Group, LLC operates as an SEC-registered investment adviser based in Woodbury, NY. The firm has been registered since 2006. It reports $154.3 million in regulatory assets under management and employs 2 people.
www.facebook.com/uswealthgroup1994View on SEC.gov ↗

U.S. Wealth Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Joseph Santarpia ControlPresident / Chief Executive Officer / Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does U.S. Wealth Group, LLC manage?

U.S. Wealth Group, LLC reports $154.3 million in regulatory assets under management on its Form ADV.

How many employees does U.S. Wealth Group, LLC have?

U.S. Wealth Group, LLC reports 2 employees.

Where is U.S. Wealth Group, LLC located?

U.S. Wealth Group, LLC is based in Woodbury, NY and has been SEC-registered since 2006.

Does U.S. Wealth Group, LLC disclose fund performance?

U.S. Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7600 Jericho Turnpike, Suite 303, Woodbury, NY 11797
Phone516-682-9800
Fax866-650-0938
Office hours8:30 a.m. To 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.3M
Non-discretionary$0
Total (RAUM)$154.3M