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| Happy Holidays!! thanks for using AUM13F!! |
| The Wealth Advantage Group Inc
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|---|---|
| CRD # | 122231 |
| SEC # | 801-129967 |
| CIK # | |
| AUM | $132.7 M (2025-03-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-459-9000 |
| Address | 5005 Horizons Drive Columbus, OH 43220 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 39.0 |
| (b) Individuals (high net worth individuals) | 38 | 93.8 |
| (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 | 473 | 132.7 |
| By Discretionary | ||
| Discretionary | 461 | 132.2 |
| Non-Discretionary | 12 | 0.5 |
| Total | 473 | 132.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.7 | |
| Total | 473 | 132.7 |
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|---|---|---|
|
Betro Mileszko & Company LLC
✚
|
MA | 0.1 |
|
Applied Capital LLC
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0.1 | |
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LTG Capital LLC
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0.1 | |
|
United Value Capital LLC
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0.1 | |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.1 |
|
Financial Management Advisors Inc
✚
|
TN | 0.1 |
|
Delphinus Financial Advisors LLC
✚
|
MA | 0.1 |
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Hawthorn Capital Management LLC
✚
|
0.1 | |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |