Wealth Management Group

Wealth Management Group (CRD# 112639) is a financial advisory firm headquartered in Rochester, NY. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

NY, TX

Financial Advisors at Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Adam M. Mark
CRD#: 5565839
2000 Winton Rd. So., Building 4a Suite 206, Rochester, NY 14618
93
Wealthminder
score

Adam Mark (CRD# 5565839) is an Investment Advisor Representative working at Wealth Management Group in Rochester, NY and has over 9 years of experience in the finance industry.

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