U.S. Wealth Group, LLC

Overview

U.S. Wealth Group, LLC is an independent registered investment adviser organized as an LLC and active since 2006. The firm serves individual and family clients, and its business combines portfolio management for individuals and small businesses with the selection of outside advisers. It also operates as an insurance broker and maintains an affiliation with an insurance company, which aligns with its use of annuity products. The firm identifies as a capital allocator and charges both a percentage-of-AUM fee and performance-based fees. The adviser does not position itself as an ESG investor, and its regulatory profile indicates it is not a multi-state adviser, pension consultant, or related adviser. Ownership is held by an individual and the firm appears focused on providing tailored investment management and access to third-party managers rather than operating a large multi-office retail network.

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