WEALTH MANAGEMENT GROUP

WEALTH MANAGEMENT GROUP of DAYTON, OH is an SEC-registered investment adviser (CRD 108749). Regulatory assets under management: $31.7M.

Registration

• CRD: 108749
• SEC file number: 801-41117
• Type: Registered investment adviser
• Location: 8517 N DIXIE DRIVE, SUITE 100, DAYTON, OH, 45414
• Phone: 937-877-1280
• Latest filing: 2026-03-25
• Regulatory AUM: $31.7M
• Discretionary AUM: $31.7M
• Clients: 7
• Accounts: 170

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108749 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search