Wealth Management Group, Inc.

Wealth Management Group, Inc. (CRD# 124527) is a financial advisory firm headquartered in Detroit, MI. They manage $801,267 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $61,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI

Financial Advisors at Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark H. Smith
CRD#: 1836797
547 E. Jefferson Avenue, Suite 104, Detroit, MI 48226
96
Wealthminder
score

Mark Smith (CRD# 1836797) is an Investment Advisor Representative working at Wealth Management Group, Inc. in Detroit, MI and has over 28 years of experience in the finance industry.

2
Lawrence R. Roberson
CRD#: 1347434
547 E. Jefferson Avenue, Suite 104, Detroit, MI 48226
64
Wealthminder
score

Lawrence Roberson (CRD# 1347434) is an Investment Advisor Representative working at Wealth Management Group, Inc. in Detroit, MI and has over 31 years of experience in the finance industry. Lawrence Roberson 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.

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