DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Wealth Management Group

STATE REGISTEREDCRD 108749SEC 801-41117websiteIAPD
Legal name Wealth Management Group, Inc.
Latest filing Mar 25, 2026
First filing on the tape Mar 25, 2026 · 1 filings
RAUM
$31.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$31.7M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
$6.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
34derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.4MderivedHNW RAUM over HNW clients
Average account
$186,429derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
0.8derived6 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$18.1M57%
  • High-net-worth individuals$13.6M43%
Individual clients
160reported
HNW clients
10reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
170reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Michael Gavan GriesmeyerCertified Financial PlannerTipp City, OhJun 21, 200441 y2
Alan John BirsingerHouston, TxDec 13, 202326 y1
Gavan Michael GriesmeyerBeavercreek, Oh Apr 3, 202422 y0
Jason Mathew MickeyHouston, TxDec 16, 202412 y1
Hogan Van ChoyceHouston, TxDec 18, 202417 y1
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Houston, Tx300
Tipp City, Oh200
Austin, Tx000
Springboro, Oh000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
  • Richard Charles King left Wealth Management Group for Rfg Advisory, Llc (registered 2025-02-19)
    Apr 8, 2025 · Advisor changed firm · fact
  • Norman Gregory Grevey left Wealth Management Group for Private Advisor Group, Llc (registered 2024-02-06)
    Dec 3, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/wealthmanagementgroup-increportedpublic record, Form ADV, Sep 17, 2026
Website
WMGINC.COreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
937-877-1280reportedpublic record, Form ADV, Mar 25, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026