CRD: 174883
National Wealth Management Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2015
- Office Locations
- 8
Office Locations
About National Wealth Management Group, LLC
NWMG is an independent RIA network of boutique wealth planning offices providing fiduciary financial planning and customized portfolio management, alongside ongoing money education and advocacy. Teams work with clients remotely using modern planning software and virtual meetings. Multi-custodial (often Schwab), NWMG does not custody client funds and offers flexible, interchangeable service models.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN JAMES JONES
Advisor, Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #5156039
- Ownership
- 50% but less than 75%
VIVIENNE KARIN SCHLEU
Chief Financial Officer, MANAGING DIRECTOR, Partner
- CRD
- #2670443
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
DONALD MICHAEL BATEMAN
Wealth Advisor
- CRD
- #4354433
THOMAS JAMES BRINKMANN
--
- CRD
- #1288629
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $516,731,512 | $193,098 |
| Non-Discretionary | $18,213,186 | $280,203 |
| Total | $534,944,698 | $195,164 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing