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 SEC-registered in 2025. The firm is individually owned and serves both individual & family clients as well as institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model is blended: asset-based fees (percentage of AUM) are used alongside hourly charges and other fee arrangements. The firm does not market itself as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.
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
Matthew Dirkse
Financial AdvisorCRD 8155128
Thomas Volkmann
Financial AdvisorCRD 7779733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$126M in ETFs
81%
$102M
17%
$24M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $12.1M | 16,458 | 9.60% |
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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