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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2019
- Office Locations
- 1
Office Locations
About Plus Group Wealth Advisors, LLC
Plus Group Wealth Advisors is a Belgium, WI-based advisory firm providing personalized financial planning and portfolio guidance, including investment and retirement planning, tax strategy, and legacy/estate coordination alongside clients' attorneys, plus planning for business owners. The team emphasizes long-term diversification and risk management, and works with major custodians including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between August 27, 2025 and February 3, 2026, reported AUM increased 15.9%, from $137.1M to $158.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 516 clients, or 129 clients per representative. That equates to $307.9K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Plus Group Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRENT ROBERT NEIS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2867316
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Dirkse
Financial Advisor
- CRD
- #8155128
JAY MICHAEL LAUER
Financial Advisor, General Partner
- CRD
- #2735098
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,861,208 | $151,296 |
| Non-Discretionary | $0 | -- |
| Total | $158,861,208 | $151,296 |
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Separately Managed Accounts
SMA allocation detail is available
Plus Group Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Plus Group Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.