THE WEALTH GROUP, LTD

THE WEALTH GROUP, LTD of RALEIGH, NC is an SEC-registered investment adviser (CRD 154106). Regulatory assets under management: $160.2M.

Registration

• CRD: 154106
• SEC file number: 801-128145
• Type: Registered investment adviser
• Location: 100 E. SIX FORKS ROAD, SUITE 200, RALEIGH, NC, 27609
• Phone: 919-865-1924
• Latest filing: 2026-03-30
• Regulatory AUM: $160.2M
• Discretionary AUM: $156.3M
• Non-discretionary AUM: $3.9M
• Clients: 8
• Accounts: 293

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154106 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search