U.S. Wealth Group, LLC
● SEC registered since 2006CRD 141062SEC# 801-66977
Reg. AUM
$181.5M
Employees
2
Accounts
257
Location
—
U.S. Wealth Group, LLC assets under management
U.S. Wealth Group, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2006. It reports $181.5 million in regulatory assets under management and employs 2 people.
U.S. Wealth Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Joseph Santarpia Control | President / Chief Executive Officer / Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does U.S. Wealth Group, LLC manage?
U.S. Wealth Group, LLC reports $181.5 million in regulatory assets under management on its Form ADV.
How many employees does U.S. Wealth Group, LLC have?
U.S. Wealth Group, LLC reports 2 employees.
Does U.S. Wealth Group, LLC disclose fund performance?
U.S. Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 516-682-9800 |
| Fax | 866-650-0938 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.5M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$181.5Mregulatory AUM
Discretionary $181.5M