Wealth Advisors Group is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated March 24, 2026, reports $1.3B in regulatory assets under management, 16 employees, and 3,297 accounts.
Assets Under Management
$1.3B
Employees
16
Offices
--
Total Clients
1,057
Primary office
FORT WAYNE, IN
12726 COLDWATER ROAD, FORT WAYNE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.1% of total clients.
Top client categories% of clientsClients
1
Individuals
69.1%
730
2
HNWI
26.8%
283
3
Pension Plans
1.9%
20
4
Corporations
1.4%
15
5
Charitable
0.9%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 24, 2026
Discretionary98.1%
$1.3B
98% of total RAUM98.1%
Non-discretionary1.9%
$26M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts3,297
10Y AUM Change+$1.0B (+326.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee66:1
10Y Employee Change+7 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.