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ACCRUENT WEALTH ADVISORS
Legal name: WEALTH MANAGEMENT GROUP, INC.
CRD 113706File 801-118266
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$197.7M
Below cohort median (national)
Discretionary AUM
$174.8M
Non-discretionary $23.0M
Clients
138
636 accounts
Employees
3
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 20, 2020
- Principal office
- 1399 ASHLEYBROOK LANE, SUITE 120, WINSTON-SALEM, NC, 27103
- Phone
- 336-760-4829
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $197.7M
- Discretionary AUM
- $174.8M
- Non-discretionary AUM
- $23.0M
- Discretionary accounts
- 530
- Non-discretionary accounts
- 106
- Total accounts
- 636
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $165.7M |
| Individuals (other than high net worth individuals) | 64 | $32.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.