THE WEALTH GROUP, LTD
SEC Form ADV profile.
Total regulatory AUM
$160,185,546
Discretionary
$156,293,996
Non-discretionary
$3,891,550
Firm details
- CRD number
- 154106
- SEC file number
- 801-128145
- Main office
- RALEIGH, NC, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.THEWEALTHGRP.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.