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THE WEALTH GROUP, LTD

RALEIGH, NC · CRD 154106 · IAPD ↗ · thewealthgrp.com · 919-865-1924

$160.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — THE WEALTH GROUP, LTD reported RAUM down 45% ($288.9M -> $160.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
December 2025 — THE WEALTH GROUP, LTD shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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