{"url":"https://nivawealth.com/firms/wealth-management-group-113706","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/113706","regulatoryAum":197724593,"crd":"113706","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7856443","suffix":null,"lastName":"Bryan","firstName":"Weston","middleName":"Claude"},{"crd":"5609018","suffix":null,"lastName":"KLEPEISZ","firstName":"DAVID","middleName":"JOESPH"},{"crd":"6513402","suffix":null,"lastName":"SNOW","firstName":"NATHAN","middleName":"Jeffery"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-04","regulatoryAum":121040465,"clients":116,"employees":3,"offices":1},{"filedOn":"2022-03-11","regulatoryAum":142135594,"clients":123,"employees":3,"offices":1},{"filedOn":"2023-03-09","regulatoryAum":129110965,"clients":131,"employees":3,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":144727736,"clients":182,"employees":3,"offices":1},{"filedOn":"2025-02-10","regulatoryAum":173649293,"clients":146,"employees":3,"offices":1},{"filedOn":"2026-03-13","regulatoryAum":197724593,"clients":138,"employees":3,"offices":1}],"secFileNumber":"801-118266","legalName":"Wealth 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$1,500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018487","versionId":1018487,"submittedOn":"2026-03-13","documentName":"ACCRUENT WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.13.26"},{"role":"other","program":"Tax Preparation","summary":"Standalone tax preparation carries a $250 minimum fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018487","versionId":1018487,"submittedOn":"2026-03-13","documentName":"ACCRUENT WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.13.26"},{"role":"other","program":"Wealth Management Retainer","summary":"Holistic financial planning and investment advice for a fixed annual fee of $6,900 to $50,000, with a $1,725 quarterly minimum.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018487","versionId":1018487,"submittedOn":"2026-03-13","documentName":"ACCRUENT WEALTH ADV PART 2A & 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They include 74 high-net-worth individuals and 64 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Management Group offer?","answer":"Wealth Management Group provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Management Group charge?","answer":"Wealth Management Group charges 0.20%–0.75% a year for its Investment Management Only. Each asset band is charged at its own rate. The fee is billed in advance and has a $1,600 annual minimum.","source":"ACCRUENT WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.13.26, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Management Group use?","answer":"Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $198M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Management Group have?","answer":"Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Wealth Management Group’s separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 19% U.S. government and agency bonds, 5% non-exchange-traded equities, 3% cash and equivalents and 2% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Management Group?","answer":"Wealth Management Group’s direct owner is David Klepeisz (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Management Group get paid?","answer":"Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealth Management Group?","answer":"Wealth Management Group’s main office is at 1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC 27103. Its phone number is 336-760-4829. Its website is accruentadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}