WEALTH MANAGEMENT GROUP, LLC

ALLEN, Texas·3 registered advisors·CRD# 158077
SEC# 801-783340214-644-2560
01

Firm Overview

AUM
$172M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH MANAGEMENT GROUP, LLC

3 registered advisors
Henry Joseph Lessner
ALLEN, Texas
Manita Ho Lam
ALLEN, Texas
Robert Siegmund Rothe
ALLEN, Texas
05

Office Locations

ALLEN, Texas
3 advisors

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT GROUP, LLC (CRD# 158077) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.