Wealth Mgt Group of Georgia
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Group of Georgia is a registered investment adviser that focuses on managing pooled vehicles and institutional mandates rather than individual retail accounts. Its Form ADV materials indicate the firm currently reports no individual clients and operates with a single advisory professional.
The firm's brochure notes common percentage-of-assets-under-management fee arrangements but also discloses that hourly fee billing is available for certain services, an arrangement that is uncommon among investment-manager peers. The Form ADV and supplement further show that advisory oversight and compliance responsibilities are concentrated in the firm’s principal, who also serves as chief compliance officer.
What is distinctive about this firm is the combination of its institutional/pooled focus with the ADV reporting no assets under management and no individual clients, which is atypical for firms in this category. The availability of hourly fees alongside more typical AUM-based billing, plus a compact governance structure, differentiates it from many peers.
Client services
Main office
269 Lawrence St
Marietta GA 30060
Advisors at this office
1
Most active in
Georgia
Also doing business as
Wealth Management Group Of Georgia LLC · Wealth Mgt Group Of Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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