# Plus Group Wealth Advisors, LLC

> Plus Group Wealth Advisors, LLC is an SEC-registered investment advisory firm in Belgium, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 300714
- Filed as: PLUS GROUP WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Belgium, WI
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300714
- AdvisorCensus page: https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714

## Quick answers

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

**How much does Plus Group Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 3, 2026 states: Hourly rate: $385 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Plus Group Wealth Advisors, LLC located?**
Plus Group Wealth Advisors, LLC's principal office is in Belgium, WI, according to its Form ADV.

**Is Plus Group Wealth Advisors, LLC registered with the SEC or a state?**
Plus Group Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 300714.

**How much does Plus Group Wealth Advisors, LLC manage?**
Plus Group Wealth Advisors, LLC reports $158,861,208 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**How have Plus Group Wealth Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Plus Group Wealth Advisors, LLC: Regulatory assets under management: $137,109,871 in the October 2025 data and $158,861,208 in the October 2026 data, up 16%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Plus Group Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (486); high net worth individuals (28); charitable organizations (1).

**Which custodians does Plus Group Wealth Advisors, LLC use?**
Plus Group Wealth Advisors, LLC's 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 Plus Group Wealth Advisors, LLC 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/300714

**Does Plus Group Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "PGWA does not require a minimum to open an account."

**What changed in Plus Group Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $137,109,871 to $158,861,208 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None

> PGWA does not require a minimum to open an account.

- Hourly rate: $385 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $385 per hour.

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: $158,861,208
- Discretionary: $158,861,208
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 486 | $109,433,134 |
| High net worth individuals | 28 | $44,855,563 |
| Charitable organizations | 1 | $2,735,875 |
| Corporations or other businesses not listed above | 1 | $1,836,636 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myplusgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $137,109,871 | 3 | March 14, 2025 |
| October 2026 | $158,861,208 | 4 | February 3, 2026 |

Regulatory assets under management: $137,109,871 in the October 2025 data and $158,861,208 in the October 2026 data, up 16%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $137,109,871 to $158,861,208 (+16%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plus Group Wealth Advisors, LLC (CRD 300714): Form ADV filing data as of October 2026.