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Manita Ho Lam

WEALTH MANAGEMENT GROUP, LLC·ALLEN, Texas
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700 CENTRAL EXPRESSWAY SOUTH, ALLEN, TX 75013CRD# 6538937Firm CRD# 158077
01

About

Manita Ho Lam is a registered financial advisor based in ALLEN, Texas, affiliated with WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
WEALTH MANAGEMENT GROUP, LLC
WEALTH MANAGEMENT GROUP, LLC
AUM
$172M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6538937
Firm CRD# 158077
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Manita Ho Lam offer?
Manita Ho Lam specializes in Financial Planning, Investment Management. Contact their office in ALLEN, Texas for a consultation.
What are Manita Ho Lam's credentials?
Manita Ho Lam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Manita Ho Lam located?
Manita Ho Lam is based in ALLEN, Texas, working with WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the ALLEN metropolitan area and surrounding communities.
How does Manita Ho Lam charge for services?
Manita Ho Lam's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT GROUP, LLC?
WEALTH MANAGEMENT GROUP, LLC has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALLEN
Daniel Etheridge Archer — ACT WEALTH MANAGEMENT, LLCRobert Siegmund Rothe — WEALTH MANAGEMENT GROUP, LLCRaymon Bedford Tanner — ACT WEALTH MANAGEMENT, LLCBrennan Gale Cross — ACT WEALTH MANAGEMENT, LLCHenry Joseph Lessner — WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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