# U.S. WEALTH GROUP, LLC

U.S. WEALTH GROUP, LLC of WOODBURY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 141062
- Type: SEC-registered investment adviser
- SEC file number: 801-66977
- Location: 7600 JERICHO TURNPIKE, SUITE 303, WOODBURY, NY, 11797
- Phone: 516-682-9800
- Latest filing: 2026-03-26
- Regulatory AUM: $181.5M
- Discretionary AUM: $181.5M
- Clients: 2
- Accounts: 257

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Robert Joseph Santarpia | PRESIDENT / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | Woodbury, NY |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| SANTARPIA ROBERT JOSEPH | PRESIDENT / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NY | NY | 1 | 5166829800 |
| NY | NY | 1 | 5166829800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141062/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141062/similar
- Related entities: https://search.stillhousedata.com/firm/141062/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141062

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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.