PLUS GROUP WEALTH ADVISORS, LLC
CRD #300714 SEC #801-132046 BELGIUM, WI 262-285-7654
SEC Registered
Total AUM
$137.1M
Discretionary
$137.1M
Employees
4
Clients
0
Accounts
965
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $137.1M | $137.1M | $0 | 4 | 0 |
| Mar 2025 | $137.1M | $137.1M | $0 | 3 | 0 |
| Mar 2025 | $137.1M | $137.1M | $0 | 3 | 0 |
| Jan 2025 | $137.1M | $137.1M | $0 | 3 | 0 |
| Jan 2025 | $137.1M | $137.1M | $0 | 3 | 0 |
DateAug 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees3
Clients0