WEALTH MANAGEMENT GROUP, LLC
Legal name: WEALTH MANAGEMENT GROUP
CRD #113051 SEC #801-64413 DOVER, DE (302) 734-5826
SEC Registered
Total AUM
$312.6M
Discretionary
$312.6M
Employees
6
Clients
0
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $312.6M | $312.6M | $0 | 6 | 0 |
| Mar 2022 | $320.6M | $320.6M | $0 | 6 | 9 |
| Feb 2021 | $269.7M | $269.7M | $0 | 6 | 9 |
| Jun 2020 | $244.3M | $244.3M | $0 | 6 | 2 |
| Feb 2020 | $244.3M | $244.3M | $0 | 6 | 2 |
| Mar 2019 | $208.6M | $208.6M | $0 | 6 | 4 |
| May 2018 | $223.4M | $223.4M | $0 | 6 | 4 |
| Mar 2018 | $223.4M | $223.4M | $0 | 6 | 4 |
| Jun 2017 | $198.4M | $198.4M | $0 | 7 | 200 |
| Jan 2017 | $198.4M | $198.4M | $0 | 7 | 200 |
| Mar 2016 | $182.6M | $182.6M | $0 | 7 | 200 |
| Oct 2015 | $169M | $169M | $0 | 6 | 200 |
| Mar 2015 | $169M | $169M | $0 | 6 | 200 |
| Apr 2014 | $154.1M | $154.1M | $0 | 9 | 200 |
| Mar 2014 | $154.1M | $154.1M | $0 | 9 | 200 |
| Sep 2013 | $127.7M | $127.7M | $0 | 9 | 200 |
| Feb 2013 | $127.7M | $127.7M | $0 | 9 | 200 |
| Jun 2012 | $115M | $115M | $0 | 6 | 200 |
| Feb 2012 | $115M | $115M | $0 | 6 | 200 |
| Aug 2010 | $93.2M | $93.2M | $0 | 10 | -- |
| Mar 2010 | $93.2M | $93.2M | $0 | 10 | -- |
| Feb 2009 | $73.3M | $73.3M | $0 | 10 | -- |
| Jan 2008 | $99.8M | $99.8M | $0 | 10 | -- |
| Oct 2007 | $99.8M | $99.8M | $0 | 10 | -- |
| Jan 2007 | $99.8M | $99.8M | $0 | 10 | -- |
| Mar 2006 | $59.6M | $59.6M | $0 | 10 | -- |
| Jun 2005 | $27.7M | $27.7M | $0 | 10 | -- |
DateMar 2023
Total AUM$312.6M
Discretionary$312.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees6
Clients9
DateFeb 2021
Total AUM$269.7M
Discretionary$269.7M
Non-Disc.$0
Employees6
Clients9
DateJun 2020
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees6
Clients2
DateFeb 2020
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees6
Clients2
DateMar 2019
Total AUM$208.6M
Discretionary$208.6M
Non-Disc.$0
Employees6
Clients4
DateMay 2018
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees6
Clients4
DateMar 2018
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees6
Clients4
DateJun 2017
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients200
DateJan 2017
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees7
Clients200
DateOct 2015
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees6
Clients200
DateApr 2014
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees9
Clients200
DateSep 2013
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees9
Clients200
DateFeb 2013
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees9
Clients200
DateJun 2012
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees6
Clients200
DateAug 2010
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees10
Clients--