THE WEALTH GROUP, LTD

RALEIGH, North Carolina·1 registered advisor·CRD# 154106
SEC# 801-1281454919-865-1924
01

Firm Overview

AUM
$248M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WEALTH GROUP, LTD

1 registered advisor
Cornelius Trawick Mcdonald
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE WEALTH GROUP, LTD (CRD# 154106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.