U.S. Wealth Group, LLC

Overview

U.S. Wealth Group, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses while also acting as an insurance broker. Registered with the SEC in 2006 and organized as an LLC, the firm positions itself as a capital allocator that mixes direct public-market investing with allocations to third‑party managers. The advisory mandate emphasizes equity exposure — particularly exchange‑traded securities — but the firm also sources and places client capital into a wide set of alternative strategies and insurance products. Fee arrangements include a percentage-of-AUM charge and performance-based fees, which supports both core discretionary portfolios and incentive-aligned separate account relationships. The firm does not identify as an ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices