|
⚲
|
| Keyboard |
| The Wealth Advantage Group Inc
✚
|
|
|---|---|
| CRD # | 122231 |
| SEC # | 801-129967 |
| CIK # | |
| AUM | 146.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-459-9000 |
| Address | 5005 Horizons Drive Columbus, OH 43220 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 33.6 |
| (b) Individuals (high net worth individuals) | 46 | 112.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 146.4 |
| By Discretionary | ||
| Discretionary | 501 | 145.9 |
| Non-Discretionary | 15 | 0.5 |
| Total | 516 | 146.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.4 | |
| Total | 516 | 146.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Burgess Investment Group LLC
✚
|
SC | 147.1 M |
|
Wealthpoint Financial LLC
✚
|
NC | 147.1 M |
|
Spark Financial Advisors LLC
✚
|
VA | 147.1 M |
|
Elite Life Management LLC
✚
|
PA | 147.0 M |
|
Global Wealth Strategies LLC
✚
|
CA | 147.0 M |
|
J Mark Nickell & Co
✚
|
TN | 146.4 M |
|
Bird Rock Asset Management LP
✚
|
TX | 146.3 M |
|
Wellington-Altus USA Inc
✚
|
146.2 M | |
|
Manna Wealth Management Inc
✚
|
FL | 146.1 M |
|
Somerset Group LLC
✚
|
MN | 145.6 M |