Overview
Assets Under Management: $146 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 46
Average Client Assets: $2.5 million
Frequently Asked Questions
THE WEALTH ADVANTAGE GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122231), THE WEALTH ADVANTAGE GROUP, INC. is subject to fiduciary duty under federal law.
THE WEALTH ADVANTAGE GROUP, INC. is headquartered in COLUMBUS, OH.
THE WEALTH ADVANTAGE GROUP, INC. serves 46 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, THE WEALTH ADVANTAGE GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE WEALTH ADVANTAGE GROUP, INC. manages $146 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, THE WEALTH ADVANTAGE GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.03%
Average Client Assets: $2.5 million
Total Client Accounts: 516
Discretionary Accounts: 501
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 122231
Filing ID: 2062520
Last Filing Date: 2026-03-05 16:30:37