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PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714 · SEC 801-132046
680 MAIN STREET, BELGIUM, WI, 53004, United States
Phone
262-285-7654
Fax
262-285-3003
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.9M
Discretionary AUM
$158.9M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; PENSION CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 486 | $109.4M |
| High net worth individuals | 28 | $44.9M |
| Charitable organizations | 1 | $2.7M |
| Corporations/business entities | 1 | $1.8M |
States served
WI, TX
All web addresses on file
Official SEC filing: View on IAPD