WEALTH MANAGEMENT GROUP, INC. of WINSTON-SALEM, NC is an SEC-registered investment adviser (CRD 113706). Regulatory assets under management: $197.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Joesph Klepeisz | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| SWAIM BARRY JAY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| KLEPEISZ DAVID JOESPH | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |