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Wealth Management Group, Inc.

● SEC registered since 2020CRD 113706SEC# 801-118266Winston-Salem, NC
Export (members)
Reg. AUM
$173.6M
Employees
3
Accounts
614
Location
Winston-Salem, NC

Wealth Management Group, Inc. assets under management

Wealth Management Group, Inc. operates as an SEC-registered investment adviser based in Winston-Salem, NC. The firm has been registered since 2020. It reports $173.6 million in regulatory assets under management and employs 3 people.
www.facebook.com/accruentadvisorsView on SEC.gov ↗

Wealth Management Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Joesph Klepeisz ControlChief Executive Officer / Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Wealth Management Group, Inc. manage?

Wealth Management Group, Inc. reports $173.6 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Group, Inc. have?

Wealth Management Group, Inc. reports 3 employees.

Where is Wealth Management Group, Inc. located?

Wealth Management Group, Inc. is based in Winston-Salem, NC and has been SEC-registered since 2020.

Does Wealth Management Group, Inc. disclose fund performance?

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

Contact & registration

Address1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC 27103
Phone336-760-4829
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.9M
Non-discretionary$22.8M
Total (RAUM)$173.6M