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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2006
- Office Locations
- 1
Office Locations
About U.s. Wealth Group, LLC
U.S. Wealth Group is an independent, fiduciary advisory firm serving individuals, families and professionals—including retirees, divorcees and widows—with personalized financial and retirement planning plus ongoing portfolio management. The team builds customized, tax-aware allocations focused on consistency and downside protection, implemented primarily with ETFs and fixed income. Offices in Manhattan and Woodbury, NY; custodies with Schwab.
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Owner & Executives
ROBERT JOSEPH SANTARPIA
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,531,390 | $706,348 |
| Non-Discretionary | $0 | -- |
| Total | $181,531,390 | $706,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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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