WEALTH MANAGEMENT GROUP, LLC
Legal name: WEALTH MANAGEMENT GROUP
CRD #112639 SEC #801-116892 ROCHESTER, NY (585) 241-5900
SEC Registered
Total AUM
$103.1M
Discretionary
$103.1M
Employees
5
Clients
1
Accounts
616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $103.1M | $103.1M | $0 | 5 | 1 |
| Feb 2022 | $122.3M | $122.3M | $0 | 6 | 1 |
| Oct 2021 | $92.7M | $92.7M | $0 | 6 | 0 |
| Jan 2021 | $92.7M | $92.7M | $0 | 6 | 0 |
| Jan 2021 | $92.7M | $92.7M | $0 | 6 | 0 |
| Nov 2020 | $77.1M | $77.1M | $0 | 7 | 0 |
| Jul 2020 | $77.1M | $77.1M | $0 | 7 | 0 |
| Jul 2020 | $77.1M | $77.1M | $0 | 7 | 0 |
| Jun 2020 | $77.1M | $77.1M | $0 | 7 | 0 |
| Mar 2020 | $77.1M | $77.1M | $0 | 7 | 0 |
| Jul 2019 | $48.7M | $48.7M | $0 | 7 | 0 |
| Jun 2019 | $48.7M | $48.7M | $0 | 7 | 0 |
| Jun 2019 | $48.7M | $48.7M | $0 | 7 | 0 |
DateMar 2023
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees5
Clients1
DateFeb 2022
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees6
Clients1
DateOct 2021
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees7
Clients0