Wealth Management Group

Wealth Management Group (CRD# 108749) is a financial advisory firm headquartered in , . They manage $32,750,715 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/wmg_inc
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $224,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Norman Grevey, financial advisor Tipp City OH
Norman G. Grevey
CRD#: 2174155
Tipp City, OH

Norman Grevey (CRD# 2174155) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 32 years of experience in the finance industry.

2
Michael Griesmeyer, financial advisor Tipp City OH
Michael G. Griesmeyer
CRD#: 1309016
Tipp City, OH

Michael Griesmeyer (CRD# 1309016) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 39 years of experience in the finance industry.

3
Gavan Griesmeyer, financial advisor Beavercreek OH
Gavan M. Griesmeyer
CRD#: 7808819
Beavercreek, OH

Gavan Griesmeyer (CRD# 7808819) is an Investment Advisor Representative working at Wealth Management Group in Beavercreek, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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