Weston Bryan has been an investment adviser representative at Wealth Management Group since February 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- Accruent Wealth AdvisorsCurrent– present · 2 yearsWinston-Salem, NC · Adviser representative · Firm CRD 113706
Investment adviser representative registrations
Weston Bryan is registered as an investment adviser representative in North Carolina, since February 2024.
- North CarolinaSince 26 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Weston Claude Bryan
- CRD
- 7856443
- Firm
- Wealth Management Group · CRD 113706
- Office
- 1399 ASHLEYBROOK LANE, SUITE 120, Winston-Salem, NC 27103
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Weston Bryan work?
Weston Bryan is an investment adviser representative registered through Wealth Management Group, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Weston Bryan a financial advisor?
Yes. Weston Bryan has a current investment-adviser registration in North Carolina, through Wealth Management Group since February 2024.
How many years of experience does Weston Bryan have?
Weston Bryan has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Weston Bryan passed?
Weston Bryan passed the Series 65 in February 2024.
Where is Weston Bryan based?
Weston Bryan’s registered office is in Winston-Salem, NC.
Is Weston Bryan registered with FINRA?
No. Weston Bryan has no current broker registration.
How can I verify Weston Bryan’s record?
Search CRD 7856443 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Weston Bryan’s full registration record.
