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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisory Group Inc
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|---|---|
| CRD # | 122269 |
| SEC # | 801-107381 |
| CIK # | |
| AUM | $666.9 M (2025-04-08) |
| Employees | 7 (86% Investors, 57% Brokers) |
| Phone | 610-225-1000 |
| Address | 1055 Westlakes Drive Berwyn, PA 19312 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 50.0 |
| (b) Individuals (high net worth individuals) | 69 | 162.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 103 | 449.4 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 666.9 |
| By Discretionary | ||
| Discretionary | 222 | 219.6 |
| Non-Discretionary | 99 | 447.3 |
| Total | 321 | 666.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.9 | |
| Total | 321 | 666.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 0.7 |
|
Havenshare Financial LLC
✚
|
0.7 | |
|
Wealth Management Partners LLC
✚
|
AZ | 0.7 |
|
Global Financial Private Client LLC
✚
|
FL | 0.7 |
|
Perennial Advisors LLC
✚
|
NY | 0.7 |
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.7 |
|
Carderock Capital Management Inc
✚
|
MD | 0.7 |
|
Smithbridge Asset Management Inc
✚
|
PA | 0.7 |
|
EagleClaw Capital Management LLC
✚
|
MA | 0.7 |
|
Seamount Financial Group Inc
✚
|
CO | 0.7 |