The Wealth Advantage Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 5, 2026, reports $146M in regulatory assets under management, 3 employees, and 516 accounts.
Assets Under Management
$146M
Employees
3
Offices
--
Total Clients
135
Primary office
COLUMBUS, OH
5005 HORIZONS DRIVE, SUITE 100, COLUMBUS, OH, 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 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
89
2
HNWI
34.1%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of March 5, 2026
Discretionary99.7%
$146M
100% of total RAUM99.7%
Non-discretionary0.3%
$476K
0% of total RAUM0.3%
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$146M
Total Accounts516
10Y AUM Change+$21M (+16.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* 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.