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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| ROTHE, ROBERT, SIEGMUND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LESSNER, HENRY, JOSEPH | I | MEMBER | B | |
| LAM, MANITA, HO | I | MEMBER | A | |
| LAM, MANITA, HO | I | MEMBER | A | |
| LAM, MANITA, HO | I | MEMBER | A | |
| LAM, MANITA, HO | I | MEMBER | A |
Registrations
Federal
IA
Oct 14, 2020 REGISTERED
Notice Filings (3)
FL LA TX
Address
700 CENTRAL EXPRESSWAY SOUTHSUITE 210
ALLEN, TX 75013
United States
Phone: 214-644-2560