# Wealth Group, Inc.

> Wealth Group, Inc. is a state-registered investment advisory firm in Delray Beach, FL, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated April 10, 2026.

- CRD: 164615
- Filed as: WEALTH GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Delray Beach, FL
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164615
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-group-inc-delray-beach-fl-164615

## Quick answers

**How is Wealth Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Group, Inc. reports these compensation arrangements: hourly charges; other.

**Where is Wealth Group, Inc. located?**
Wealth Group, Inc.'s principal office is in Delray Beach, FL, according to its Form ADV.

**Is Wealth Group, Inc. registered with the SEC or a state?**
Wealth Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164615.

**Does Wealth Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164615

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Group, Inc. (CRD 164615): Form ADV filing data as of October 2026.
