Wealth Management Group, LLC

Wealth Management Group, LLC (CRD# 158077) is a financial advisory firm headquartered in Allen, TX. They manage $131,858,175 in 703 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $187,565
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
  • Pension consulting services
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.

FL, TX

Financial Advisors at Wealth Management Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert J. Lachica
CRD#: 5150609
700 Central Expressway South, Suite 320, Allen, TX 75013
96
Wealthminder
score

Robert Lachica (CRD# 5150609) is an Investment Advisor Representative working at Wealth Management Group, LLC in Allen, TX and has over 11 years of experience in the finance industry. Robert Lachica 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
Henry J. Lessner
CRD#: 4918075
700 Central Expressway South, Suite 320, Allen, TX 75013
96
Wealthminder
score

Henry Lessner (CRD# 4918075) is an Investment Advisor Representative working at Wealth Management Group, LLC in Allen, TX and has over 13 years of experience in the finance industry. Henry Lessner 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.

3
Robert S. Rothe
CRD#: 874849
700 Central Expressway South, Suite 320, Allen, TX 75013
96
Wealthminder
score

Robert Rothe (CRD# 874849) is an Investment Advisor Representative working at Wealth Management Group, LLC in Allen, TX and has over 32 years of experience in the finance industry. Robert Rothe 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.

4
Manita H. Lam
CRD#: 6538937
700 Central Expressway South, Suite 320, Allen, TX 75013
89
Wealthminder
score

Manita Lam (CRD# 6538937) is an Investment Advisor Representative working at Wealth Management Group, LLC in Allen, TX and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.