Wealth Management Group Ag

Overview

Wealth Management Group Ag is a small, fee-based corporate advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and serves both private clients and institutional accounts. It does not present itself as an ESG-focused allocator and operates under a single-state structure. The adviser is not positioned as a pension consultant or a capital allocator; its client mix and business activities center on discretionary portfolio management with a limited number of relationships. Investment activity is concentrated and selective: the filing shows a heavy use of pooled and customary liquid products alongside a notable allocation to real estate-related strategies. The firm appears to prefer professionally managed solutions—mutual funds and separate managed accounts—while supplementing core holdings with real estate exposures for income and diversification. Custody of client assets is centralized with a single custodian, which supports a compact operating model.

Assets & Accounts

Investments & Alternatives

Location & Offices