THE WEALTH GROUP, LTD
CRD #154106 SEC #801-128145 RALEIGH, NC 919-865-1924
SEC Registered
Total AUM
$288.9M
Discretionary
$285.6M
Employees
8
Clients
0
Accounts
692
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 29, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, CORNELIUS, TRAWICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 29, 2025 REGISTERED
Notice Filings (3)
FL NC VA
Address
100 E. SIX FORKS ROADSUITE 200
RALEIGH, NC 27609
United States
Phone: 919-865-1924