A
Accountants Wealth Management Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$30,000
About
Accountants Wealth Management Group LLC provides discretionary and non‑discretionary asset management to individuals, high‑net‑worth individuals, trusts, estates, and corporations or business entities. The firm documents client goals and risk tolerances, constructs individualized investment strategies, and bills advisory fees on managed assets.
The firm’s investment process emphasizes fundamental analysis and long‑term purchases, with periodic portfolio monitoring, rebalancing, and consideration of tax‑loss harvesting as described in its disclosures. Its brochure also discloses exposure to investment practices that can involve derivatives and borrowing in managed accounts, and explains related market, liquidity, and counterparty risks.
Noteworthy features include the firm’s combined advisor and licensed accounting practice: the managing owner operates an affiliated CPA practice and may offer accounting services to clients, and the firm discloses that it serves corporate or business clients in addition to individuals. The firm is a small, single‑advisor RIA with about $2.03 million in discretionary assets and limits proxy voting to clients (clients receive and vote their own proxies), which distinguishes its operational model from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $100,000: 1.75% $100,000.01 - $250,000: 1.35% $250,000.01 - $500,000: 1.00% $500,000.01 - $1,000,000: 0.85% $1,000,000.01+: 0.70%
Main office location
Accountants Wealth Management Group LLC
Carbondale IL, United States
Number of offices
1
Most active in
Accountants Wealth Management Group LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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