Unclaimed Profile

Manita Ho Lam

WEALTH MANAGEMENT GROUP, LLC·ALLEN, Texas

Series 65Clean record10 years registeredWEALTH MANAGEMENT GROUP, LLC

700 CENTRAL EXPRESSWAY SOUTH, ALLEN, TX 75013CRD# 6538937Firm CRD# 158077

Profile Verification

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

Identity

Manita Ho Lam · ALLEN, TX

Registration

CRD #6538937 · WEALTH MANAGEMENT GROUP, LLC · 10 years registered

Brand Profile

Not yet started

Career History

MERIDIAN WEALTH MANAGEMENT, LLC

May 2022 – present

SOUTHPORT CAPITAL

Feb 2021 – May 2022

Suite 210, TX

WEALTH MANAGEMENT GROUP, LLC

Dec 2015 – May 2021

ALLEN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 18, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT GROUP, LLC

CRD 158077 · SEC 801-78334

AUM

$172M

Regulatory assets under management

Employees

778 client accounts

Services offered by WEALTH MANAGEMENT GROUP, LLC

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, LLC →

Introduction

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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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