David Klepeisz has been Chief Executive Officer / Chief Compliance Officer of Wealth Management Group since December 2022, is a control person of the firm and directly owns 75% or more of it. David Klepeisz holds a Virginia Tech.
Wealth Management Group, Inc. is a Winston-Salem, NC firm with $198M under management, 138 clients and 3 advisers in one office, as of its March 2026 filing.
David Klepeisz is President of Accruent Wealth Advisors. He has worked for the firm since 2015, bringing work experience from other financial planning institutions, and purchased it from his partner Barry Swaim in 2022. He is a member of the Alliance of Comprehensive Planners and the National Association of Personal Financial Advisors.
David Klepeisz’s longest registration is the current one, 11 years at Wealth Management Group since 2015. Before joining Wealth Management Group in 2015, David Klepeisz was registered through Ameriprise Financial Services, Inc.
- Accruent Wealth AdvisorsCurrent– present · 11 yearsWinston-Salem, NC · Adviser representative · Firm CRD 113706
- Ameriprise Financial Services, Inc.– · under a yearGlen Allen, VA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Wealth Management Group
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
David Klepeisz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2015; the most recent is Texas, in January 2023.
- North CarolinaSince 7 July 2015
- TexasResidentSince 5 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 January 2015 |
| Series 7 | General Securities Representative Examination | 23 November 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Joesph Klepeisz
- CRD
- 5609018
- Firm
- Wealth Management Group · CRD 113706
- Role
- Chief Executive Officer / Chief Compliance Officer
- Office
- 1399 ASHLEYBROOK LANE, SUITE 120, Winston-Salem, NC 27103
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- accruentadvisors.com
Where does David Klepeisz work?
David Klepeisz has been Chief Executive Officer / Chief Compliance Officer of Wealth Management Group, Inc. since December 2022, and is a control person of the firm.
Is David Klepeisz a financial advisor?
Yes. David Klepeisz has a current investment-adviser registration in North Carolina and Texas, through Wealth Management Group since July 2015.
How many years of experience does David Klepeisz have?
David Klepeisz has 11 years in the financial industry, since May 2015, across 2 adviser firms.
What exams has David Klepeisz passed?
David Klepeisz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2014. FINRA credited David Klepeisz with the SIE, which began in October 2018.
Where did David Klepeisz work before Wealth Management Group?
Before Wealth Management Group, David Klepeisz was registered through Ameriprise Financial Services, Inc., March 2015 to April 2015.
Where is David Klepeisz based?
David Klepeisz’s registered office is in Winston-Salem, NC.
Is David Klepeisz registered with FINRA?
No. David Klepeisz has no current broker registration.
Is David Klepeisz a CFP?
Wealth Management Group lists David Klepeisz with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Source: David Klepeisz, CFP®, EA biography, accruentadvisors.com
How can I verify David Klepeisz’s record?
Search CRD 5609018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Klepeisz’s full registration record.