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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WEALTH MANAGEMENT GROUP

WEALTH MANAGEMENT GROUP, LLC, CRD 113051

DOVER, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0eeb6126-e599-3c55-f30e-1ca4fa222df4

Data as of Mar 20, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Feb 16, 2012 to Mar 20, 2023
19 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $313MItem 5.F on the latest filing (2023-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $313M
Private client RAUM: $296MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 824
Individual clients: 222
High net worth clients: 88
Custody, client assets: $3.1M
SEC number: 801-64413
CRD: 113051
Filings on the tape: 19
First filed: Feb 16, 2012
Latest filed: Mar 20, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOOK, RAYMOND, FRANK	Member	C	yes	01/2006	Feb 16, 2012	Mar 20, 2023
BROWN, SCOTT, RICHARD	MANAGING MEMBER	C	yes	02/2001	Feb 16, 2012	Mar 20, 2023
LAWRENCE, CHRISTINE	Member	B	yes	01/2006	Feb 16, 2012	Mar 20, 2023
PFLAUMER, JUDITH, ANNE	MEMBER / CHIEF COMPLIANCE OFFICER	A	yes	10/2011	Feb 16, 2012	Mar 20, 2023
VASCIK, RONALD, PAUL	Member	B	yes	01/2006	Feb 16, 2012	Mar 20, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RAYMOND F. BOOK & ASSOCIATES, P.A.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Lewes	De	United States	2	no
Middletown	De	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 20, 2023	$313M	$313M	6	6	2	n/a	n/a
2021	Mar 4, 2022	$321M	$321M	6	6	2	n/a	n/a
2020	Feb 26, 2021	$270M	$270M	6	6	2	n/a	n/a
2019	Feb 28, 2020	$244M	$244M	6	6	2	n/a	n/a
2018	Mar 15, 2019	$209M	$209M	6	6	2	n/a	n/a
2017	Mar 2, 2018	$223M	$223M	6	6	2	n/a	n/a
2016	Jan 30, 2017	$198M	$198M	7	6	n/a	n/a	n/a
2015	Mar 9, 2016	$183M	$183M	7	6	n/a	n/a	n/a
2014	Mar 23, 2015	$169M	$169M	6	6	n/a	n/a	n/a
2013	Mar 7, 2014	$154M	$154M	9	8	n/a	n/a	n/a
2012	Feb 26, 2013	$128M	$128M	9	8	n/a	n/a	n/a
2011	Feb 16, 2012	$115M	$115M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$313M	$321M	-2.5%	$244M	8.6%	6	6	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAVANT WEALTH MANAGEMENT	5	Aug 18, 2023	Jul 28, 2023	DOVER, DE	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (5)

← BOOK, RAYMOND, FRANKOwnerMEMBER, ownership code C, individual
Feb 16, 2012 to presentfactForm ADV
← BROWN, SCOTT, RICHARDOwnerMANAGING MEMBER, ownership code C, individual
Feb 16, 2012 to presentfactForm ADV
← VASCIK, RONALD, PAULOwnerMEMBER, ownership code B, individual
Feb 16, 2012 to presentfactForm ADV
← LAWRENCE, CHRISTINEOwnerMEMBER, ownership code B, individual
Feb 16, 2012 to presentfactForm ADV
← PFLAUMER, JUDITH, ANNEOwnerMEMBER / CHIEF COMPLIANCE OFFICER, ownership code A, individual
Feb 16, 2012 to presentfactForm ADV

Registered with (5)

← RAYMOND FRANK BOOKAdvisorregistration: previous registration
Jun 11, 2001 to Aug 18, 2023factForm ADV
← SCOTT RICHARD BROWNAdvisorregistration: previous registration
Jun 5, 2001 to Aug 18, 2023factForm ADV
← RONALD PAUL VASCIKAdvisorregistration: previous registration
Sep 24, 2001 to Aug 18, 2023factForm ADV
← CHRISTINE LAWRENCEAdvisorregistration: previous registration
Nov 7, 2001 to Aug 18, 2023factForm ADV
← Nataliya V ZookAdvisorregistration: previous registration
Nov 29, 2018 to Aug 18, 2023factForm ADV

Moved with (1)

→ SAVANT WEALTH MANAGEMENTRegistered adviser5 advisors, firm absorbed, same day
Aug 18, 2023 to Jul 28, 2023factForm ADV

Dated events

Occurred
Aug 18, 2023
Firm absorbed
Wealth Management Group's advisors moved to Savant Wealth Management (Dover, DE): 5 of 5 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Aug 18, 2023
Advisor changed firm
Raymond Frank Book left Wealth Management Group for Savant Wealth Management (registered 2023-07-25)
Form ADVobserved 3 days ago
Occurred
Aug 18, 2023
Advisor changed firm
Scott Richard Brown left Wealth Management Group for Savant Wealth Management (registered 2023-07-20)
Form ADVobserved 3 days ago
Occurred
Aug 18, 2023
Advisor changed firm
Ronald Paul Vascik left Wealth Management Group for Savant Wealth Management (registered 2023-07-25)
Form ADVobserved 3 days ago
Occurred
Aug 18, 2023
Advisor changed firm
Nataliya V Zook left Wealth Management Group for Savant Wealth Management (registered 2023-07-25)
Form ADVobserved 3 days ago
Occurred
Aug 18, 2023
Advisor changed firm
Christine Lawrence left Wealth Management Group for Savant Wealth Management (registered 2023-07-28)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0eeb6126-e599-3c55-f30e-1ca4fa222df4
First observed: Feb 16, 2012
Last observed: Mar 20, 2023 42 months 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.

WEALTH MANAGEMENT GROUP

WEALTH MANAGEMENT GROUP, LLC, CRD 113051

DOVER, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0eeb6126-e599-3c55-f30e-1ca4fa222df4

Data as of Mar 20, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:41 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOOK, RAYMOND, FRANK

Member

yes

01/2006

Feb 16, 2012

Mar 20, 2023

BROWN, SCOTT, RICHARD

MANAGING MEMBER

yes

02/2001

Feb 16, 2012

Mar 20, 2023

LAWRENCE, CHRISTINE

Member

yes

01/2006

Feb 16, 2012

Mar 20, 2023

PFLAUMER, JUDITH, ANNE

MEMBER / CHIEF COMPLIANCE OFFICER

yes

10/2011

Feb 16, 2012

Mar 20, 2023

VASCIK, RONALD, PAUL

Member

yes

01/2006

Feb 16, 2012

Mar 20, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RAYMOND F. BOOK & ASSOCIATES, P.A.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Lewes

United States

Middletown

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 20, 2023

$313M

n/a

2021

Mar 4, 2022

$321M

n/a

2020

Feb 26, 2021

$270M

n/a

2019

Feb 28, 2020

$244M

n/a

2018

Mar 15, 2019

$209M

n/a

2017

Mar 2, 2018

$223M

n/a

2016

Jan 30, 2017

$198M

n/a

2015

Mar 9, 2016

$183M

n/a

2014

Mar 23, 2015

$169M

n/a

2013

Mar 7, 2014

$154M

n/a

2012

Feb 26, 2013

$128M

n/a

2011

Feb 16, 2012

$115M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$313M

$321M

-2.5%

$244M

8.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAVANT WEALTH MANAGEMENT

Aug 18, 2023

Jul 28, 2023

DOVER, DE

Firm absorbed

RIA to RIA

100.0%