WEALTH MANAGEMENT GROUP, INC.
Doing business as ACCRUENT WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$197,724,593
Discretionary
$174,757,434
Non-discretionary
$22,967,159
Firm details
- CRD number
- 113706
- SEC file number
- 801-118266
- Main office
- WINSTON-SALEM, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.