Wealth Management Group, Inc.
● SEC registered since 2020CRD 113706SEC# 801-118266Winston-Salem, NC
Reg. AUM
$197.7M
Employees
3
Accounts
636
Location
Winston-Salem, NC
Wealth Management Group, Inc. assets under management
Wealth Management Group, Inc. operates as an SEC-registered investment adviser based in Winston-Salem, NC. The firm has been registered since 2020. It reports $197.7 million in regulatory assets under management and employs 3 people.
Wealth Management Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joesph Klepeisz Control | Chief Executive Officer / Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Wealth Management Group, Inc. manage?
Wealth Management Group, Inc. reports $197.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Group, Inc. have?
Wealth Management Group, Inc. reports 3 employees.
Where is Wealth Management Group, Inc. located?
Wealth Management Group, Inc. is based in Winston-Salem, NC and has been SEC-registered since 2020.
Does Wealth Management Group, Inc. disclose fund performance?
Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC 27103 |
| Phone | 336-760-4829 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.7M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$197.7Mregulatory AUM
Discretionary $174.8MNon-discretionary $23M