WEALTH MANAGEMENT GROUP, INC.
Legal name: ACCRUENT WEALTH ADVISORS
CRD #113706 SEC #801-118266 WINSTON-SALEM, NC 336-760-4829
SEC Registered
Total AUM
$173.6M
Discretionary
$150.9M
Employees
3
Clients
101
Accounts
614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $173.6M | $150.9M | $22.8M | 3 | 1 |
| Feb 2024 | $144.7M | $121.1M | $23.6M | 3 | 2 |
| Mar 2023 | $129.1M | $101.7M | $27.4M | 3 | 0 |
| Jan 2023 | $142.1M | $93.1M | $49M | 3 | 0 |
| Dec 2022 | $142.1M | $93.1M | $49M | 3 | 0 |
| Mar 2022 | $142.1M | $93.1M | $49M | 3 | 0 |
| Mar 2021 | $121M | $29.3M | $91.7M | 3 | 6 |
| Nov 2020 | $107.6M | $17.5M | $90.1M | 3 | 3 |
| May 2020 | $107.6M | $17.5M | $90.1M | 3 | 3 |
| Feb 2020 | $107.6M | $17.5M | $90.1M | 3 | 3 |
DateFeb 2025
Total AUM$173.6M
Discretionary$150.9M
Non-Disc.$22.8M
Employees3
Clients1
DateFeb 2024
Total AUM$144.7M
Discretionary$121.1M
Non-Disc.$23.6M
Employees3
Clients2
DateMar 2023
Total AUM$129.1M
Discretionary$101.7M
Non-Disc.$27.4M
Employees3
Clients0
DateJan 2023
Total AUM$142.1M
Discretionary$93.1M
Non-Disc.$49M
Employees3
Clients0
DateDec 2022
Total AUM$142.1M
Discretionary$93.1M
Non-Disc.$49M
Employees3
Clients0
DateMar 2022
Total AUM$142.1M
Discretionary$93.1M
Non-Disc.$49M
Employees3
Clients0
DateMar 2021
Total AUM$121M
Discretionary$29.3M
Non-Disc.$91.7M
Employees3
Clients6
DateNov 2020
Total AUM$107.6M
Discretionary$17.5M
Non-Disc.$90.1M
Employees3
Clients3
DateMay 2020
Total AUM$107.6M
Discretionary$17.5M
Non-Disc.$90.1M
Employees3
Clients3
DateFeb 2020
Total AUM$107.6M
Discretionary$17.5M
Non-Disc.$90.1M
Employees3
Clients3