Wealth Management Group

Wealth Management Group (CRD# 108749) is a financial advisory firm headquartered in , . They manage $20,000,000 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $190,476
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
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.

OH, TX

Financial Advisors at Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Griesmeyer
CRD#: 1309016
Tipp City, OH
96
Wealthminder
score

Michael Griesmeyer (CRD# 1309016) 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. Michael Griesmeyer 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
Douglas J. Koogler
CRD#: 1860457
Springboro, OH
93
Wealthminder
score

Douglas Koogler (CRD# 1860457) is an Investment Advisor Representative working at Wealth Management Group in Springboro, OH and has over 28 years of experience in the finance industry.

3
Norman G. Grevey
CRD#: 2174155
Tipp City, OH
83
Wealthminder
score

Norman Grevey (CRD# 2174155) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 25 years of experience in the finance industry.

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