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Family Office - Multi • Rice Lake, United States

Wealth Management Group

Wealth Management Group is a family office - multi based in Rice Lake, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.7B
Assets Under Mgmt
Family Office - Multi
Investor Type
Rice Lake, United States
Headquarters
About

Wealth Management Group

We offer an array of innovative services to address the unique needs of the clients we serve: wealth enhancement, wealth stewardship and wealth administration.

Investment Focus

What Wealth Management Group Invests In

Investment types: Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity

Sectors & themes: Concierge Services, Equity/Mutual Funds, Insurance Products & Services, Investment Management, Legal & Tax Services, Retirement Planning, Travel Accommodations & Tourism, Trust Management, Wealth & Estate Planning, Consumer Banking Banking, Financial Services, Finance, High-Level Sectors, Insurance Services, Non-Profit, Tourism & Hospitality, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 515 N. Main Street\nRice Lake\nWisconsin\n54868\nUnited States

Contact Wealth Management Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.