THE WEALTH GROUP, LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $160.2M |
| Discretionary | $156.3M98% of AUM |
| Non-Discretionary | $3.9M |
| Client Accounts | 293 |
| Avg Account Size | $547K |
| Employees | 8 |
| Peak AUM | $288.9MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $160M | 44.6% | 8.9% | — | |
| Discretionary AUM | $156M | ||||
Key Metrics
| Total AUM | $160.2M |
| Discretionary | $156.3M |
| Employees | 8 |
| Client Accounts | 293 |
| Client Range | 0 |
Contact & Location
Address
100 E. SIX FORKS ROAD
RALEIGH NC 27609
Phone
919-865-1924
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$156M
97.6% of AUM
Non-Discretionary
$4M
2.4% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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