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U.S. WEALTH GROUP, LLC
CRD 141062 · SEC 801-66977
LA, United States
Phone
516-682-9800
Fax
866-650-0938
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.5M
Discretionary AUM
$181.5M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $50.5M |
| High net worth individuals | 57 | $131.0M |
States served
LA, NJ, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD