Data / Investment advisers / North Carolina / Accruent Wealth Advisors
Accruent Wealth Advisors, Winston-Salem, NC: $198 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Accruent Wealth Advisors is an SEC registered investment adviser with its main office in Winston-Salem, North Carolina and reports $198 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 113706
- SEC file number
- 801-118266
- SEC status
- Approved, effective March 20, 2020
- Legal name
- Wealth Management Group, Inc.
- Main office
- 1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC 27103
- Phone
- (336) 760-4829
- Regulatory AUM
- $197,724,593 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $174,757,434
- Non discretionary AUM
- $22,967,159
- Accounts
- 636
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $165.7 million |
| Individuals (other than high net worth individuals) | 64 | $32 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $197.7 million | March 13, 2026 |
| December 1, 2025 | $173.6 million | February 10, 2025 |
Other advisers in Winston-Salem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Timonier | Winston Salem | $450.3 million | Not listed | adviserinfo.sec.gov |
| Horizon Financial Services, LLC | Winston Salem | $262.4 million | Not listed | adviserinfo.sec.gov |
| Cassia Capital Partners LLC | Winston Salem | $251.2 million | Not listed | adviserinfo.sec.gov |
| Westhampton Capital | Winston-Salem | $238.5 million | Not listed | adviserinfo.sec.gov |
| Kerusso Capital Management, LLC | Winston-Salem | $222.4 million | Not listed | adviserinfo.sec.gov |
| Kensington Financial Group, Inc. | Winston-Salem | $169.5 million | Not listed | adviserinfo.sec.gov |
| Twin City Private Wealth, LLC | Winston-Salem | $151.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winston-Salem, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Accruent Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.