Plus Group Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Belgium, WI. Its latest Form ADV filing, dated February 3, 2026, reports $159M in regulatory assets under management, 4 employees, and 1,050 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
486
2
HNWI
5.4%
28
3
Charitable
0.2%
1
4
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of February 3, 2026
Discretionary100.0%
$159M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts1,050
10Y AUM Change+$22M (+15.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee129:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.