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U.S. WEALTH GROUP, LLC

· CRD 141062 · IAPD ↗ · 516-682-9800

$181.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — U.S. WEALTH GROUP, LLC notice-filed in FL, LA, NC, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — U.S. WEALTH GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.