The Wealth Advantage Group, Inc.
The Wealth Advantage Group, Inc. is an SEC-registered wealth manager in Columbus, OH with $146.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns The Wealth Advantage Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122231, SEC 801-129967, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $146.4M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Columbus, OH
- Employees
- 3
- Clients
- 135
- CRD
- 122231
- Ownership
- ARMSTRONG, DIANE, ELIZABETH; DODSON, KENNY, ALAN; KING, KELLEY, ADAMS
How much AUM does The Wealth Advantage Group, Inc. have?
The Wealth Advantage Group, Inc. reported $146.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns The Wealth Advantage Group, Inc.?
Disclosed owners and executives of The Wealth Advantage Group, Inc. include ARMSTRONG, DIANE, ELIZABETH, DODSON, KENNY, ALAN, KING, KELLEY, ADAMS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.