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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2004
- Office Locations
- 3
Office Locations
About Wealth Management Group
The Wealth Management Group is a financial planning and investment management firm focused on individuals and families preparing for retirement, education funding, and estate strategies. The team emphasizes an education-first, personalized approach spanning investing, insurance, and wealth preservation. Portfolios make significant use of ETFs alongside public funds, and the practice operates on major platforms including LPL Financial and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL GAVAN GRIESMEYER MR.
President
- CRD
- #1309016
- Ownership
- 75% or more
MARCIA JOAN GRIESMEYER
VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ALAN JOHN BIRSINGER
Financial Advisor, General Partner
- CRD
- #4213860
HOGAN VAN CHOYCE
--
- CRD
- #7292652
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,692,909 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,692,909 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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