Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Advisors Group

    Registered investment advisor · Fort Wayne, Indiana · CRD #122050

    Assets Under Management
    $1.3B
    Client Accounts
    3,297
    Employees
    16
    CRD Number
    122050
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Advisors Group

    Wealth Advisors Group, LLC is a financial services firm founded in 2007, offering investment strategies, retirement planning, and advisory services for high net worth clients. It operates with a small team and is registered with Ameritas Investment Company.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Advisors Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wealth Advisors Group's AUM?

    Wealth Advisors Group reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Advisors Group headquartered?

    Wealth Advisors Group is headquartered in Fort Wayne, Indiana.

    What is Wealth Advisors Group's CRD number?

    Wealth Advisors Group's CRD number is 122050. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Advisors Group manage?

    Wealth Advisors Group manages approximately 3,297 client accounts according to its latest SEC filing.

    Is Wealth Advisors Group SEC registered?

    Yes, Wealth Advisors Group is registered with the SEC as an investment adviser with an approved registration status.

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