Plus Group Wealth Advisors, LLC
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
FINTRXOverview
Plus Group Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual/family and institutional clients and bills through a mix of percentage-of-AUM, hourly fees and other arrangements. Its advisory practice centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not describe itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents9%
- Exchange Traded Equities8%
- Other1%
Contacts
3 of 4
Jay Lauer
Financial AdvisorCRD 2735098
Brent Neis
Managing PartnerCRD 2867316
Thomas Volkmann
Financial AdvisorCRD 7779733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$124M in ETFs
80%
$98.9M
17%
$25.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $12.5M | 16,883 | 10.04% |
Location
Belgium, WI
Ozaukee
Location
Belgium, WI
Headquartered in Belgium, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 680 Main St
- Time zone
- CT (UTC-6)
- Office locations
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