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).
Total Assets Under Management65MILLION
Total Number of Accounts437ACCOUNTS
Average Account Value$148,069
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.