Wealth Management Group, Inc.

Wealth Management Group, Inc. (CRD# 113706) is a financial advisory firm headquartered in Winston Salem, NC. They manage $64,706,331 in 437 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $148,069
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.

NC

Financial Advisors at Wealth Management Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David J. Klepeisz
CRD#: 5609018
1399 Ashleybrook Lane, Suite 230, Winston Salem, NC 27103
90
Wealthminder
score

David Klepeisz (CRD# 5609018) is an Investment Advisor Representative working at Wealth Management Group, Inc. in Winston Salem, NC and has over 3 years of experience in the finance industry.

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