Overview
Assets Under Management: $1.1 billion
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 6
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.05
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 2,848
Discretionary Accounts: 2,767
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 122050
Filing ID: 1950187
Last Filing Date: 2025-03-20 08:56:00
Website: https://wealthag.com