THE WF GROUP, LLC

THE WF GROUP, LLC is an SEC-registered investment adviser (CRD 166626). Regulatory assets under management: $11.2M.

Registration

• CRD: 166626
• Type: Registered investment adviser
• Phone: 203-964-7474
• Latest filing: 2025-03-08
• Regulatory AUM: $11.2M
• Discretionary AUM: $11.2M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166626 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search