WEALTH MANAGEMENT GROUP, LLC
WEALTH MANAGEMENT GROUP, LLC of ALLEN, TX is an SEC-registered investment adviser (CRD 158077). Regulatory assets under management: $172.4M.
Registration
- CRD: 158077
- SEC file number: 801-78334
- Type: Registered investment adviser
- Location: 700 CENTRAL EXPRESSWAY SOUTH, SUITE 210, ALLEN, TX, 75013
- Phone: 214-644-2560
- Latest filing: 2021-02-04
- Regulatory AUM: $172.4M
- Discretionary AUM: $172.4M
- Clients: 4
- Accounts: 778
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| ROTHE ROBERT SIEGMUND | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| LESSNER HENRY JOSEPH | MEMBER | — |
| LAM MANITA HO | MEMBER | — |
More on this firm