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ACCRUENT WEALTH ADVISORS

WEALTH MANAGEMENT GROUP, INC.

CRD 113706 · SEC 801-118266

Visit website

1399 ASHLEYBROOK LANE, SUITE 120, WINSTON-SALEM, NC, 27103, United States

Phone

336-760-4829

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$197.7M

Discretionary AUM

$174.8M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals64$32.0M
High net worth individuals74$165.7M

States served

NC, TX

All web addresses on file

Official SEC filing: View on IAPD