WEALTH MANAGEMENT GROUP, LLC

WEALTH MANAGEMENT GROUP, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 112639). Regulatory assets under management: $103.1M.

Registration

• CRD: 112639
• SEC file number: 801-116892
• Type: Registered investment adviser
• Location: 2000 WINTON RD. SO., BUILDING 4A SUITE 206, ROCHESTER, NY, 14618-3970
• Phone: (585) 241-5900
• Latest filing: 2023-03-16
• Regulatory AUM: $103.1M
• Discretionary AUM: $103.1M
• Clients: 5
• Accounts: 616

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search