WEALTH MANAGEMENT GROUP, LLC
CRD #158077 SEC #801-78334 ALLEN, TX 214-644-2560
SEC Registered
Total AUM
$169.9M
Discretionary
$169.9M
Employees
4
Clients
1
Accounts
817
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $172.4M | $172.4M | $0 | 4 | 1 |
| Oct 2020 | $169.9M | $169.9M | $0 | 4 | 0 |
| Jun 2020 | $169.9M | $169.9M | $0 | 4 | 0 |
| Mar 2020 | $169.9M | $169.9M | $0 | 4 | 0 |
| Nov 2019 | $141.1M | $141.1M | $0 | 4 | 0 |
| Nov 2019 | $141.1M | $141.1M | $0 | 4 | 0 |
| Nov 2019 | $141.1M | $141.1M | $0 | 4 | 0 |
| Oct 2019 | $141.1M | $141.1M | $0 | 4 | 0 |
| Jun 2019 | $141.1M | $141.1M | $0 | 4 | 0 |
| Mar 2019 | $141.1M | $141.1M | $0 | 4 | 0 |
| Oct 2018 | $151.3M | $151.3M | $0 | 4 | 0 |
| May 2018 | $151.3M | $151.3M | $0 | 4 | 0 |
| Mar 2018 | $151.3M | $151.3M | $0 | 4 | 0 |
| May 2017 | $131.9M | $131.9M | $0 | 4 | 300 |
| Mar 2017 | $131.9M | $131.9M | $0 | 4 | 300 |
| Jun 2016 | $123M | $123M | $0 | 4 | 300 |
| Feb 2016 | $123M | $123M | $0 | 4 | 300 |
| Jan 2015 | $126M | $126M | $0 | 3 | 200 |
| Mar 2014 | $120.1M | $120.1M | $0 | 3 | 200 |
| Mar 2014 | $120.1M | $120.1M | $0 | 3 | 200 |
| Aug 2013 | $106.2M | $106.2M | $0 | 3 | 200 |
| Jul 2013 | $106.2M | $106.2M | $0 | 3 | 200 |
| Jul 2013 | $106.2M | $106.2M | $0 | 3 | 200 |
DateFeb 2021
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees4
Clients1
DateOct 2020
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2017
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees4
Clients300
DateJun 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients300
DateFeb 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients300
DateJan 2015
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients200
DateAug 2013
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees3
Clients200
DateJul 2013
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees3
Clients200
DateJul 2013
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees3
Clients200