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WEALTH MANAGEMENT GROUP, LLC
WEALTH MANAGEMENT GROUP, LLC
WEALTH MANAGEMENT GROUP
DOVER, Delaware
·
6 registered advisors
·
CRD# 113051
SEC# 801-64413
2
(302) 734-5826
01
Firm Overview
AUM
$313M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTH MANAGEMENT GROUP, LLC
6 registered advisors
Christine Lawrence
DOVER, Delaware
CRD# 4619508
Joseph Thomas Raymond
DOVER, Delaware
CRD# 4626297
Judith Anne Pflaumer
DOVER, Delaware
CRD# 4883683
Raymond Frank Book
DOVER, Delaware
CRD# 4399512
Ronald Paul Vascik
DOVER, Delaware
CRD# 4400753
Scott Richard Brown
DOVER, Delaware
CRD# 4400748
05
Office Locations
DOVER, Delaware
6 advisors
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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT GROUP, LLC (CRD# 113051) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.