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Robert Siegmund Rothe

WEALTH MANAGEMENT GROUP, LLC·ALLEN, Texas
Clean recordWEALTH MANAGEMENT GROUP, LLC
700 CENTRAL EXPRESSWAY SOUTH, ALLEN, TX 75013CRD# 874849Firm CRD# 158077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Siegmund Rothe · ALLEN, TX
Registration
CRD #874849 · WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Siegmund Rothe 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
Introduction

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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# 874849
Firm CRD# 158077
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Siegmund Rothe offer?
Robert Siegmund Rothe specializes in Financial Planning, Investment Management. Contact their office in ALLEN, Texas for a consultation.
What are Robert Siegmund Rothe's credentials?
Robert Siegmund Rothe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Siegmund Rothe located?
Robert Siegmund Rothe 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 Robert Siegmund Rothe charge for services?
Robert Siegmund Rothe'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 at WEALTH MANAGEMENT GROUP, LLC

Manita Ho Lam
ALLEN, TX
Henry Joseph Lessner
ALLEN, TX

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