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THE WEALTH GROUP, LTD
CRD 154106 · SEC 801-128145
100 E. SIX FORKS ROAD, SUITE 200, RALEIGH, NC, 27609, United States
Phone
919-865-1924
Fax
919-865-1925
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.2M
Discretionary AUM
$156.3M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $23.5M |
| High net worth individuals | 41 | $131.5M |
States served
NC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD