RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAUER, JAY, MICHAELIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
LAUER, JAY, MICHAELIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
LAUER, JAY, MICHAELIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
LAUER, JAY, MICHAELIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
LAUER, JAY, MICHAELIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
NEIS, BRENT, ROBERTICHIEF COMPLIANCE OFFICER/MANAGING MEMBERD Control
NEIS, BRENT, ROBERTICHIEF COMPLIANCE OFFICER/MANAGING MEMBERD Control
NEIS, BRENT, ROBERTICHIEF COMPLIANCE OFFICER/MANAGING MEMBERD Control
NEIS, BRENT, ROBERTICHIEF COMPLIANCE OFFICER/MANAGING MEMBERD Control
NEIS, BRENT, ROBERTICHIEF COMPLIANCE OFFICER/MANAGING MEMBERD Control

Registrations

Federal

IA
Aug 27, 2025 REGISTERED

Notice Filings (2)

TX WI

Address

680 MAIN STREET
BELGIUM, WI 53004
United States
Phone: 262-285-7654