The Wealth Group, Ltd
The Wealth Group, Ltd is an SEC-registered wealth manager in Raleigh, NC with $160.2M assets under management (AUM, regulatory AUM), -45% over one year. See who owns The Wealth Group, Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154106, SEC 801-128145, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $160.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 8
- Clients
- 148
- CRD
- 154106
- Ownership
- MCDONALD, CORNELIUS, TRAWICK
How much AUM does The Wealth Group, Ltd have?
The Wealth Group, Ltd reported $160.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns The Wealth Group, Ltd?
Disclosed owners and executives of The Wealth Group, Ltd include MCDONALD, CORNELIUS, TRAWICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.