Unclaimed Profile

Barry Jay Swaim

WEALTH MANAGEMENT GROUP, INC.·WINSTON-SALEM, North Carolina

Series 7, Series 63, Series 65Clean record6 years registeredWEALTH MANAGEMENT GROUP, INC.

1399 ASHLEYBROOK LANE, SUITE 120, WINSTON-SALEM, NC 27103CRD# 2234204Firm CRD# 113706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Jay Swaim · WINSTON-SALEM, NC

Registration

CRD #2234204 · WEALTH MANAGEMENT GROUP, INC. · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT GROUP, INC.

ACCRUENT WEALTH ADVISORS

May 2020 – Feb 2024

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 21, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT GROUP, INC.

CRD 113706 · SEC 801-118266

AUM

$145M

Regulatory assets under management

Employees

553 client accounts

Services offered by WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Barry Jay Swaim offer?

Barry Jay Swaim specializes in Financial Planning, Investment Management.

What are Barry Jay Swaim's credentials?

Barry Jay Swaim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Jay Swaim located?

Barry Jay Swaim is based in WINSTON-SALEM, North Carolina, last registered with WEALTH MANAGEMENT GROUP, INC..

How does Barry Jay Swaim charge for services?

Barry Jay Swaim's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT GROUP, INC.?

WEALTH MANAGEMENT GROUP, INC. has approximately 3 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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