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

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Cornelius Trawick McdonaldPRESIDENT/CHIEF COMPLIANCE OFFICER
MCDONALD CORNELIUS TRAWICKPRESIDENT/CHIEF COMPLIANCE OFFICER

Branch offices (6)

CityStateEmployeesPhone
ROCKY MOUNTNC12524435950
GOLDSBORONC19197787878
1919-691-1225
ROCKY MOUNTNC12524435950
GOLDSBORONC19197787878
1919-691-1225

More on this firm