# Accruent Wealth Advisors

> Accruent Wealth Advisors is an SEC-registered investment advisory firm in Winston-Salem, NC, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 113706
- Filed as: ACCRUENT WEALTH ADVISORS
- Legal name: Wealth Management Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston-Salem, NC
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113706
- AdvisorCensus page: https://advisorcensus.com/firm/accruent-wealth-advisors-winston-salem-nc-113706

## Quick answers

**How is Accruent Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Accruent Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Accruent Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $950 to $1,500 (Financial Tune Up). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Accruent Wealth Advisors located?**
Accruent Wealth Advisors' principal office is in Winston-Salem, NC, according to its Form ADV.

**Is Accruent Wealth Advisors registered with the SEC or a state?**
Accruent Wealth Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 113706.

**How much does Accruent Wealth Advisors manage?**
Accruent Wealth Advisors reports $197,724,593 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (88% discretionary).

**How have Accruent Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Accruent Wealth Advisors: Regulatory assets under management: $121,040,465 in the October 2021 data and $197,724,593 in the October 2026 data, up 63%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Accruent Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (74); individuals (other than high net worth individuals) (64).

**Which custodians does Accruent Wealth Advisors use?**
Accruent Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Accruent Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113706

**What changed in Accruent Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $173,649,293 to $197,724,593 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Flat fee: $950 to $1,500 (Financial Tune Up)

> The cost for a Financial Tune Up is a flat fee between $950 and $1,500 depending on the complexity and type of analysis done.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $197,724,593
- Discretionary: $174,757,434
- Non-discretionary: $22,967,159

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $31,993,060 |
| High net worth individuals | 74 | $165,731,533 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accruentadvisors.com
- Facebook @accruentadvisors
- LinkedIn @accruentadvisors
- X @accruentwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,040,465 | 3 | March 4, 2021 |
| October 2022 | $142,135,594 | 3 | March 11, 2022 |
| October 2023 | $129,110,965 | 3 | March 9, 2023 |
| October 2024 | $144,727,736 | 3 | February 29, 2024 |
| October 2025 | $173,649,293 | 3 | February 10, 2025 |
| October 2026 | $197,724,593 | 3 | March 13, 2026 |

Regulatory assets under management: $121,040,465 in the October 2021 data and $197,724,593 in the October 2026 data, up 63%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $173,649,293 to $197,724,593 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accruent Wealth Advisors (CRD 113706): Form ADV filing data as of October 2026.