Wealth Management International, Ltd. (Peoria)

Name: Wealth Management International, Ltd.
Address: 23131 N. Lake Pleasant Parkway, Peoria, AZ, 85383
Telephone: 623-875-5204

Wealth Management International, Ltd. is a large advisory firm based in Peoria. It manages $100.17 million of regulatory assets for 657 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Michigan, Minnesota, and Texas.

Wealth Management International provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Management International: assets under management

The assets under management (AUM) of Wealth Management International, Ltd. is $100.17 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93.52 million in discretionary accounts and $6.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.92 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Management International, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Management International, Ltd.

Richard Michael Groff has been acting as President since 1 Sep 1997. Lynn Michelle Forman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Michael Groff	President	1 Sep 1997	50% - 75%	2063024
Jackie Lynn Groff	Corporate secretary	1 Sep 1997	50% - 75%	3206318
Jacqueline Lynn Groff	Corporate secretary	1 Sep 1997	50% - 75%	xxx-xx-xxxx
Jackeline Groff	Corporate secretary	1 Sep 1997	50% - 75%	xxx-xx-xxxx
Lynn Michelle Forman	Chief compliance officer	1 Feb 2010	Other	4203025

Based in Peoria

The principal office where Wealth Management International, Ltd. performs its advisory services is located at 23131 N. Lake Pleasant Parkway, Peoria, AZ 85383, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 623-875-5204 or by fax 623-875-5207. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at wealthadv4u.com.