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W••••• W••••• M••••••••• G••••• L• L• C•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

W••••• W••••• M••••••••• G••••• L• L• C•

W••••• WEALTH MANAGEMENT GROUP, L.L.C., CRD 132912

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Search this name across graphsid dfx:ria:0189e0b1-9442-6295-cd5a-94a11c03da19

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $50.7MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $49.7M
Private client RAUM: $49.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Employees: 5
Advisory employees

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• L•••• W•••••	n/a	Charlotte, NC \| CHARLOTTE, NC	19	22	1	no
M••••• D• J••••••	n/a	Nashville, TN	5	12

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	2	1

Relationships

Registered with (5)

← J••••••• J• B••••••Advisorregistration: previous registration
Apr 10, 2019 to Apr 30, 2024factForm ADV
← C••••••••• W•••••Advisorregistration: current employment
Aug 23, 2024 to presentfactForm ADV
← B•••• P•••• W•••••Advisorregistration: current employment
Feb 14, 2024 to presentfactForm ADV
← M••••• D• J••••••

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
J••••••• J• B•••••• left W••••• W••••• M••••••••• G••••• L• L• C• for Empower Advisory Group, Llc (registered 2024-05-13)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0189e0b1-9442-6295-cd5a-94a11c03da19
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.