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| The Wealth Advantage Group Inc
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| |
|---|---|
| CRD # | 122231 |
| SEC # | 801-129967 |
| CIK # | |
| AUM | $125.5 MM (2024-03-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-459-9000 |
| Address | 5005 Horizons Drive Columbus, OH 43220 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 37.9 |
| (b) Individuals (high net worth individuals) | 39 | 87.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 125.5 |
| By Discretionary | ||
| Discretionary | 476 | 125.0 |
| Non-Discretionary | 12 | 0.5 |
| Total | 488 | 125.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.5 | |
| Total | 488 | 125.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Liberty Asset Management Inc
✚
|
IL | 0.1 |
|
Rembrandt Financial Group LLC
✚
|
TX | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Financial Planning Concepts of America Inc
✚
|
FL | 0.1 |
|
Harbor Asset Planning Inc
✚
|
MA | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
EJM Wealth Management LLC
✚
|
FL | 0.1 |
|
BFI Wealth Solutions LLC
✚
|
TX | 0.1 |
|
Oxford Capital Management Inc
✚
|
VA | 0.1 |
|
The Money Men Inc
✚
|
NY | 0.1 |