Wealth Management Group, LLC

Wealth Management Group, LLC (CRD# 158077) is a financial advisory firm headquartered in Allen, TX. They manage $122,958,477 in 642 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    642
    ACCOUNTS
  • Average Account Value
    $191,524
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 10 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 11 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 31 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
87
Wealthminder
score

Manita Lam (CRD# 6538937) is an Investment Advisor Representative working at Wealth Management Group, LLC in Allen, TX and has 1 year of experience in the finance industry.

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