WEALTH MANAGEMENT GROUP, INC.

ACCRUENT WEALTH ADVISORS
WINSTON-SALEM, North Carolina·2 registered advisors·CRD# 113706
SEC# 801-1182660336-760-4829
01

Firm Overview

AUM
$145M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH MANAGEMENT GROUP, INC.

2 registered advisors
Barry Jay Swaim
WINSTON-SALEM, North Carolina
David Joesph Klepeisz
WINSTON-SALEM, North Carolina
05

Office Locations

WINSTON-SALEM, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT GROUP, INC. (CRD# 113706) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.