Plus Group Wealth Advisors, LLC
● SEC registered since 2025CRD 300714SEC# 801-132046Belgium, WI
Reg. AUM
$158.9M
Employees
4
Accounts
1,050
Location
Belgium, WI
Plus Group Wealth Advisors, LLC assets under management
Plus Group Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Belgium, WI. The firm has been registered since 2025. It reports $158.9 million in regulatory assets under management and employs 4 people.
Plus Group Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Robert Neis Control | Chief Compliance Officer/Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Plus Group Wealth Advisors, LLC manage?
Plus Group Wealth Advisors, LLC reports $158.9 million in regulatory assets under management on its Form ADV.
How many employees does Plus Group Wealth Advisors, LLC have?
Plus Group Wealth Advisors, LLC reports 4 employees.
Where is Plus Group Wealth Advisors, LLC located?
Plus Group Wealth Advisors, LLC is based in Belgium, WI and has been SEC-registered since 2025.
Does Plus Group Wealth Advisors, LLC disclose fund performance?
Plus Group Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 680 Main Street, Belgium, WI 53004 |
| Phone | 262-285-7654 |
| Fax | 262-285-3003 |
| Office hours | 9:00 a.m. - 5:00 p.m. (Close At 4 p.m. On Fridays) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.9M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$158.9Mregulatory AUM
Discretionary $158.9M