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WEALTH ADVISORS GROUP
FORT WAYNE, IN
260-619-3100
SEC #801-69787Total AUM
$1.3B
Employees
16Clients
1,057Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12726 COLDWATER ROAD
FORT WAYNE
IN 46845
United States
FORT WAYNE
IN 46845
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
260-619-3100
Financials
Total AUM
$1.3B
Accounts
3,297Discretionary
$1.3B
Accounts
3,189Non-Discretionary
$26M
Accounts
108
Clients
Individual Clients
730AUM
$293.5M
HNW Individual Clients
283AUM
$766.5M
Pension/Profit Sharing Plan Clients
20AUM
$6.8M
Charitable Organization Clients
9AUM
$226.6M
Corporation or Business Clients
15AUM
$48.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZFLILINMINCOHTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.