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

WEALTH MANAGEMENT GROUP

WEALTH MANAGEMENT GROUP, LLC, CRD 112639

ROCHESTER, NY

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:21d01e05-bcf5-8bc9-2ab3-5d4e9d5c3848

Data as of Mar 16, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Jun 2, 2019 to Mar 16, 2023
13 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: $103MItem 5.F on the latest filing (2023-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $103M
Private client RAUM: $95.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 616
Individual clients: 183
High net worth clients: 62
Custody, client assets: $90.3M
SEC number: 801-116892
CRD: 112639
Filings on the tape: 13
First filed: Jun 2, 2019
Latest filed: Mar 16, 2023
Organised: Limited Liability Company, New York

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
MARK, ADAM, MICHAEL	MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	01/2018	Jun 2, 2019	Mar 16, 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
ADIRONDACK RETIREMENT SPECIALISTS, INC.	n/a	Former SEC adviser	$217M	N	yes	n/a
WMG PARTNERS	n/a	n/a	n/a	Y	yes	n/a

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	Private funds	Fund GAV
2022	Mar 16, 2023	$103M	$103M	5	3	n/a	n/a
2021	Feb 9, 2022	$122M	$122M	6	2	n/a	n/a
2020	Jan 6, 2021	$92.7M	$92.7M	6	3	n/a	n/a
2019	Mar 30, 2020	$77.1M	$77.1M	7	4	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	$103M	$122M	-15.7%	$77.1M	10.2%	5	6	0	0

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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	Dec 11, 2023	Nov 16, 2023	ROCHESTER, NY	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERICAN PORTFOLIOS ADVISORS, INC	2	Aug 25, 2020	Oct 9, 2019	HOLBROOK, NY	Team lift out	RIA to RIA	0.4%

Relationships

Affiliated with (2)

← ADIRONDACK RETIREMENT SPECIALISTSRegistered adviserother investment adviser, common control
factForm ADV
→ ADIRONDACK RETIREMENT SPECIALISTSRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← MARK, ADAM, MICHAELOwnerMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 2, 2019 to presentfactForm ADV

Registered with (4)

← ADAM MICHAEL MARKAdvisorregistration: previous registration
Jan 19, 2017 to Dec 11, 2023factForm ADV
← ERIC SCHMIDTAdvisorregistration: previous registration
Sep 30, 2022 to Dec 11, 2023factForm ADV
← Derek DonnarummaAdvisorregistration: previous registration
Nov 24, 2022 to Dec 11, 2023factForm ADV
← WILLIAM THOMAS TORTORICEAdvisorregistration: previous registration
Oct 9, 2019 to Feb 22, 2023factForm ADV

Moved with (2)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 11, 2023 to Nov 16, 2023factForm ADV
← AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Aug 25, 2020 to Oct 9, 2019factForm ADV

Dated events

Occurred
Dec 11, 2023
Firm absorbed
Wealth Management Group's advisors moved to Wealth Enhancement Advisory Services, LLC (Rochester, NY): 3 of 3 registered, on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Dec 11, 2023
Advisor changed firm
Eric Schmidt left Wealth Management Group for Wealth Enhancement Advisory Services, Llc (registered 2023-11-16)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2023
Advisor changed firm
Derek Donnarumma left Wealth Management Group for Wealth Enhancement Advisory Services, Llc (registered 2023-11-16)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2023
Advisor changed firm
Adam Michael Mark left Wealth Management Group for Wealth Enhancement Advisory Services, Llc (registered 2023-11-16)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2023
Advisor changed firm
William Thomas Tortorice left Wealth Management Group for Private Advisor Group, Llc (registered 2023-02-23)
Form ADVobserved 4 days ago
Occurred
Jun 2, 2019
First Form ADV filing
Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21d01e05-bcf5-8bc9-2ab3-5d4e9d5c3848
First observed: Jun 2, 2019
Last observed: Mar 16, 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 112639

ROCHESTER, NY

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:21d01e05-bcf5-8bc9-2ab3-5d4e9d5c3848

Data as of Mar 16, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARK, ADAM, MICHAEL

MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2018

Jun 2, 2019

Mar 16, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADIRONDACK RETIREMENT SPECIALISTS, INC.

n/a

Former SEC adviser

$217M

yes

n/a

WMG PARTNERS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 16, 2023

$103M

n/a

2021

Feb 9, 2022

$122M

n/a

2020

Jan 6, 2021

$92.7M

n/a

2019

Mar 30, 2020

$77.1M

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

$103M

$122M

-15.7%

$77.1M

10.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Dec 11, 2023

Nov 16, 2023

ROCHESTER, NY

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERICAN PORTFOLIOS ADVISORS, INC

Aug 25, 2020

Oct 9, 2019

HOLBROOK, NY

Team lift out

RIA to RIA

0.4%