otherRIA · CRD 141062SEC-Registered

Updated:

U.S. Wealth Group

U.S. WEALTH GROUP, LLC is an SEC-registered investment adviser in SYOSSET, NY, registered since 2006. The firm manages approximately $182 million in regulatory...

U.S. Wealth Group

U.S. WEALTH GROUP, LLC is an SEC-registered investment adviser in SYOSSET, NY, registered since 2006. The firm manages approximately $182 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

other

Frequently asked questions

Who runs investment decisions at U.S. Wealth Group?

U.S. Wealth Group has not publicly identified any principals or investment decision-makers. There are no known executives, managing directors, or advisors associated with the firm in any credible public source.

What investment strategy does U.S. Wealth Group pursue?

The firm has not disclosed its investment strategy, asset-class preferences, or stage focus. No public filings or press releases describe its approach to capital deployment.

Does U.S. Wealth Group manage capital for a single family or multiple clients?

The firm's classification as a family office or multi-family office is unconfirmed. Its name suggests wealth-management functions, but no public evidence supports either structure.

Has U.S. Wealth Group made any known investments?

No named portfolio companies, direct deals, or co-investments have been publicly attributed to U.S. Wealth Group. The firm does not appear in any credible deal database, regulatory filing, or press coverage.

Where is U.S. Wealth Group located?

U.S. Wealth Group is registered as a limited liability company in the United States, but its specific city and operating address are not publicly available. No multiple-office presence has been identified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More other profiles