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David Joesph Klepeisz

Chief Executive Officer / Chief Compliance OfficerWealth Management Group, Inc.CRD 5609018

About David Joesph Klepeisz

David Joesph Klepeisz is listed as Chief Executive Officer / Chief Compliance Officer at Wealth Management Group, Inc. in Winston-Salem, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Joesph Klepeisz work?

David Joesph Klepeisz is listed as Chief Executive Officer / Chief Compliance Officer at Wealth Management Group, Inc. on SEC Form ADV.

How much of Wealth Management Group, Inc. does David Joesph Klepeisz own?

Form ADV reports a beneficial ownership band of Over 75%.

Wealth Management Group, Inc.

TitleChief Executive Officer / Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2022
View Wealth Management Group, Inc. →