The Wealth Group, Ltd

The Wealth Group, Ltd (CRD# 154106) is a financial advisory firm headquartered in Raleigh, NC. They manage $84,846,368 in 552 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $153,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at The Wealth Group, Ltd
Showing 1 - 4 of 4 top financial advisors.
1
Jamie D. Sledge
CRD#: 4078983
115 West State Avenue, High Point, NC 27262
96
Wealthminder
score

Jamie Sledge (CRD# 4078983) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 18 years of experience in the finance industry. Jamie Sledge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Keith C. Beck
CRD#: 2420576
109 Foy Drive, Rocky Mount, NC 27804
93
Wealthminder
score

Keith Beck (CRD# 2420576) is an Investment Advisor Representative working at The Wealth Group, Ltd in Rocky Mount, NC and has over 24 years of experience in the finance industry.

3
Warren C. Carrick
CRD#: 5728615
115 West State Avenue, High Point, NC 27262
93
Wealthminder
score

Warren Carrick (CRD# 5728615) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 8 years of experience in the finance industry.

4
Leonard R. Creech
CRD#: 4086445
102 West Spring Street, Oxford, NC 27565
93
Wealthminder
score

Leonard Creech (CRD# 4086445) is an Investment Advisor Representative working at The Wealth Group, Ltd in Oxford, NC and has over 17 years of experience in the finance industry.

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