Wealth Management Group

Wealth Management Group (CRD# 113051) is a financial advisory firm headquartered in Dover, DE. They manage $182,563,488 in 646 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $282,606
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
  • Selection of other advisers (including private fund managers)
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.

DE, FL, MD, TX, VA

Financial Advisors at Wealth Management Group
Showing 1 - 6 of 6 top financial advisors.
1
Raymond F. Book
CRD#: 4399512
220 Beiser Blvd, Dover, DE 19904
93
Wealthminder
score

Raymond Book (CRD# 4399512) is an Investment Advisor Representative working at Wealth Management Group in Dover, DE and has over 17 years of experience in the finance industry.

2
Scott R. Brown
CRD#: 4400748
220 Beiser Blvd, Dover, DE 19904
93
Wealthminder
score

Scott Brown (CRD# 4400748) is an Investment Advisor Representative working at Wealth Management Group in Dover, DE and has over 17 years of experience in the finance industry.

3
Christine Lawrence
CRD#: 4619508
220 Beiser Blvd, Dover, DE 19904
93
Wealthminder
score

Christine Lawrence (CRD# 4619508) is an Investment Advisor Representative working at Wealth Management Group in Dover, DE and has over 16 years of experience in the finance industry.

4
Judith A. Pflaumer
CRD#: 4883683
220 Beiser Blvd, Dover, DE 19904
93
Wealthminder
score

Judith Pflaumer (CRD# 4883683) is an Investment Advisor Representative working at Wealth Management Group in Dover, DE and has over 11 years of experience in the finance industry.

5
Ronald P. Vascik
CRD#: 4400753
220 Beiser Blvd, Dover, DE 19904
93
Wealthminder
score

Ronald Vascik (CRD# 4400753) is an Investment Advisor Representative working at Wealth Management Group in Dover, DE and has over 16 years of experience in the finance industry.

6
Joseph T. Raymond
CRD#: 4626297
220 Beiser Blvd, Dover, DE 19904
87
Wealthminder
score

Joseph Raymond (CRD# 4626297) is an Investment Advisor Representative working at Wealth Management Group in Dover, DE and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.