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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2011
- Office Locations
- 4
Office Locations
About THE Wealth Group, LTD
The Wealth Group, Ltd is a Raleigh, NC registered investment adviser serving retail and institutional clients, with a focus on entrepreneurs and physicians. The firm provides financial and wealth planning, insurance guidance, and business-succession planning alongside discretionary asset management. Portfolios emphasize asset allocation using ETFs and mutual funds, with custody that includes Charles Schwab and SEI.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CORNELIUS TRAWICK MCDONALD III
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1288377
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEITH COYNER BECK
Investment Advisor, Owner
- CRD
- #2420576
LEONARD RALPH CREECH JR.
--
- CRD
- #4086445
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,293,996 | $535,253 |
| Non-Discretionary | $3,891,550 | $3,891,550 |
| Total | $160,185,546 | $546,708 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | 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 |
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