Overview
Assets Under Management: $1.1 billion
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 219
Average Client Assets: $3 million
Frequently Asked Questions
WEALTH ADVISORS GROUP 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 #122050), WEALTH ADVISORS GROUP is subject to fiduciary duty under federal law.
WEALTH ADVISORS GROUP is headquartered in FORT WAYNE, IN.
WEALTH ADVISORS GROUP serves 219 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, WEALTH ADVISORS GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WEALTH ADVISORS GROUP manages $1.1 billion in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, WEALTH ADVISORS GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 219
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,848
Discretionary Accounts: 2,767
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 122050
Filing ID: 2027925
Last Filing Date: 2025-11-17 10:55:26
Website: 0