Wealth Management Group, LLC

Wealth Management Group, LLC (CRD# 318657) is a financial advisory firm headquartered in Inverness, IL. They manage $660,292,121 in 3,016 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
1605 West Colonial Parkway, Inverness, IL 60067
https://www.linkedin.com/company/wealthmanagementgroup
By the Numbers
  • Total Assets Under Management
    660
    MILLION
  • Total Number of Accounts
    3,016
    ACCOUNTS
  • Average Account Value
    $218,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, NH, NJ, NY, OH, PA, SC, TN, TX, WI

Financial Advisors at Wealth Management Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David Bolanos, financial advisor Inverness IL
David J. Bolanos
CRD#: 5314554
1605 West Colonial Parkway, Inverness, IL 60067

David Bolanos (CRD# 5314554) is an Investment Advisor Representative working at Wealth Management Group, LLC in Inverness, IL and has over 17 years of experience in the finance industry.

2
Patrick Crowley, financial advisor Inverness IL
Patrick J. Crowley
CRD#: 2898703
1605 West Colonial Parkway, Inverness, IL 60067

Patrick Crowley (CRD# 2898703) is an Investment Advisor Representative working at Wealth Management Group, LLC in Inverness, IL and has over 26 years of experience in the finance industry.

3
Thomas Gruszka, financial advisor Inverness IL
Thomas J. Gruszka
CRD#: 4159155
1605 West Colonial Parkway, Inverness, IL 60067

Thomas Gruszka (CRD# 4159155) is an Investment Advisor Representative working at Wealth Management Group, LLC in Inverness, IL and has over 24 years of experience in the finance industry.

4
Michael Sullivan, financial advisor Downers Grove IL
Michael E. Sullivan
CRD#: 4001254
2001 Butterfield Road, Suite 160, Downers Grove, IL 60515

Michael Sullivan (CRD# 4001254) is an Investment Advisor Representative working at Wealth Management Group, LLC in Downers Grove, IL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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