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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | |
| FISCHER, THEODORE, ARTHUR | I | MEMBER | D | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER | D | Control |
| RAYMOND F. BOOK & ASSOCIATES, P.A. CPA'S | DE | MEMBER | D | Control |
| RAYMOND F. BOOK & ASSOCIATES, P.A. CPA'S | DE | MEMBER | D | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | C | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BOOK, RAYMOND, FRANK | I | MEMBER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | B | Control |
| BROWN, SCOTT, RICHARD | I | MANAGING MEMBER | B | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER | B | Control |
| FISCHER, THEODORE, ARTHUR | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| RAYMOND, JOSEPH, THOMAS | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | B | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | A | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | A | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | A | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | A | Control |
| LAWRENCE, CHRISTINE | I | MEMBER | A | Control |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| PFLAUMER, JUDITH, ANNE | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | A | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | A | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | A | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | A | Control |
| VASCIK, RONALD, PAUL | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LAWRENCE, CHRISTINE | I | RAYMOND F. BOOK & ASSOCIATES, P.A. CPA'S | F | |
| LAWRENCE, CHRISTINE | I | RAYMOND F. BOOK & ASSOCIATES, P.A. CPA'S | F | |
| BOOK, RAYMOND, FRANK | I | RAYMOND F. BOOK & ASSOCIATES, P.A. CPA'S | C | Control |
| BOOK, RAYMOND, FRANK | I | RAYMOND F. BOOK & ASSOCIATES, P.A. CPA'S | C | Control |
| BROWN, SCOTT, RICHARD | I | RAYMOND F. BOOK & ASSOCIATES,P.A. CPA'S | C | Control |
| BROWN, SCOTT, RICHARD | I | RAYMOND F. BOOK & ASSOCIATES,P.A. CPA'S | C | Control |
| VASCIK, RONALD, PAUL | I | RAYMOND F. BOOK & ASSOCIATES,P.A. CPA'S | C | Control |
| VASCIK, RONALD, PAUL | I | RAYMOND F. BOOK & ASSOCIATES,P.A. CPA'S | C | Control |
Registrations
Federal
IA
Mar 20, 2023 REGISTERED
Notice Filings (10)
DE FL MD NC NE NH NJ PA TX VA
Address
220 BEISER BLVDDOVER, DE 19904
United States
Phone: (302) 734-5826