PLUS GROUP WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$159M

Discretionary

$159M

100% of AUM

Avg account

$151K

Accounts

1,050

Employees

Advisory reps

Firm details

Headquarters: BELGIUM, Wisconsin
CRD number: 300714
Registered since: March 4, 2025
Website: www.myplusgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals68.89%
HNWI28.24%
Charitable Organizations1.72%
Corporations / Businesses1.16%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Plus Group Wealth Advisors, LLC is an independent registered investment adviser that serves individual and family clients alongside smaller institutional relationships. The firm emphasizes fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it also offers pension consulting services. Its public markets approach centers on pooled vehicles—mutual funds and ETFs—as core building blocks, supplemented by selective allocations to third-party alternatives, notably real estate strategies. The adviser does not position itself as an ESG-focused manager and operates under a fee model that includes a percentage of AUM, hourly charges and other fee arrangements. Portfolio construction appears tilted toward core, liquid exposures delivered via public funds and ETFs, with a satellite allocation to alternative real estate for diversification and income. Custody is consolidated at a major custodian, which supports scale and operational simplicity for its $158.9M in assets under management.