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David Joesph Klepeisz

WEALTH MANAGEMENT GROUP, INC.·WINSTON-SALEM, North Carolina
Unclaimed Profile
1399 ASHLEYBROOK LANE, SUITE 120, WINSTON-SALEM, NC 27103CRD# 5609018Firm CRD# 113706
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About

David Joesph Klepeisz is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT GROUP, INC.
ACCRUENT WEALTH ADVISORS
AUM
$145M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5609018
Firm CRD# 113706
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Joesph Klepeisz offer?
David Joesph Klepeisz specializes in Financial Planning, Investment Management. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are David Joesph Klepeisz's credentials?
David Joesph Klepeisz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Joesph Klepeisz located?
David Joesph Klepeisz is based in WINSTON-SALEM, North Carolina, working with WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does David Joesph Klepeisz charge for services?
David Joesph Klepeisz'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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Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCCharles Collett Patton — MIMOSA INVESTMENT MANAGEMENT, LLCRobert Hairston Kluttz — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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