# THE WEALTH GROUP, LTD

THE WEALTH GROUP, LTD of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 154106
- Type: SEC-registered investment adviser
- SEC file number: 801-128145
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Cornelius Trawick Mcdonald | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MCDONALD CORNELIUS TRAWICK | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154106/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154106/similar
- Related entities: https://search.stillhousedata.com/firm/154106/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154106

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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.