# WEALTH RESOURCES GROUP

WEALTH RESOURCES GROUP of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110131
- Type: SEC-registered investment adviser
- SEC file number: 801-112876
- Location: 2945 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, 91361
- Phone: 818-889-6700
- Latest filing: 2019-03-19
- Regulatory AUM: $126.2M
- Discretionary AUM: $101.4M
- Non-discretionary AUM: $24.8M
- Clients: 3
- Accounts: 480

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| FRANKLE NEAL | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | — |
| FRANKLE MIMI | TRUSTEE | — |
| FRANKLE NEAL NMN | CHIEF FINANCIAL OFFICER/TREASURER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER (+4 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110131/similar
- Related entities: https://search.stillhousedata.com/firm/110131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110131

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.