RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 16, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARK, ADAM, MICHAELIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 16, 2023 REGISTERED

Notice Filings (3)

FL NY TX

Address

2000 WINTON RD. SO.
BUILDING 4A SUITE 206
ROCHESTER, NY 14618-3970
United States
Phone: (585) 241-5900