# The Wealth Group, Ltd

The Wealth Group, Ltd is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 154106
- **SEC file number:** 801-128145
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154106

## About

THE WEALTH GROUP, LTD is an SEC-registered investment adviser in RALEIGH, NC, registered since 2023. The firm manages $160 million in assets, with $156 million on a discretionary basis. It has 8 employees and 5 investment advisers.

## Questions

### Who runs investment decisions at The Wealth Group, Ltd?

No named principals or investment professionals have been publicly identified for The Wealth Group, Ltd. The firm does not appear in common industry databases or media coverage, so the decision-making structure is unknown.

### Does The Wealth Group, Ltd participate in fund commitments or only direct deals?

No concrete data exists on whether this firm makes fund commitments or direct investments. The firm's investment activity is not documented in any public source.

### What investment stages does The Wealth Group, Ltd typically target?

Investment stage preferences are not disclosed. Without public portfolio companies or deal records, it is impossible to determine target stages.

## Related profiles

- [Fellowship Financial Group](https://altss.com/profile/fellowship-financial-group)
- [Stratton Capital Management](https://altss.com/profile/stratton-capital-management-llc)

---

Last updated: 2026-07-06T01:24:27.130Z

Canonical page: https://altss.com/profile/the-wealth-group-ltd

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology