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PLUS GROUP WEALTH ADVISORS, LLC

BELGIUM, WI · CRD 300714 · IAPD ↗ · myplusgroup.com · 262-285-7654

$158.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — PLUS GROUP WEALTH ADVISORS, LLC (BELGIUM, WI) is newly SEC-registered with $137.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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