RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KLEPEISZ, DAVID, JOESPHICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICERE Control
KLEPEISZ, DAVID, JOESPHICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICERE Control
KLEPEISZ, DAVID, JOESPHICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICERE Control
KLEPEISZ, DAVID, JOESPHICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICERE Control
KLEPEISZ, DAVID, JOESPHICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICERE Control
SWAIM, BARRY, JAYIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SWAIM, BARRY, JAYIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SWAIM, BARRY, JAYIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SWAIM, BARRY, JAYIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SWAIM, BARRY, JAYIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SWAIM, BARRY, JAYIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KLEPEISZ, DAVID, JOESPHIVICE PRESIDENTA
KLEPEISZ, DAVID, JOESPHIVICE PRESIDENTA
KLEPEISZ, DAVID, JOESPHIVICE PRESIDENTA
KLEPEISZ, DAVID, JOESPHIVICE PRESIDENTA
KLEPEISZ, DAVID, JOESPHIVICE PRESIDENTA
KLEPEISZ, DAVID, JOESPHIVICE PRESIDENTA

Registrations

Federal

IA
Feb 10, 2025 REGISTERED

Notice Filings (2)

NC TX

Address

1399 ASHLEYBROOK LANE, SUITE 120
WINSTON-SALEM, NC 27103
United States
Phone: 336-760-4829