THE WEALTH ADVANTAGE GROUP, INC.

Overview

The Wealth Advantage Group, Inc. is an independent registered investment adviser that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-type listed as individual and charges a mix of percentage-of-AUM, hourly, and fixed fees. It is not positioned as a capital allocator—investment management is run through discretionary mandates and third‑party managers rather than in-house fund vehicles. The adviser does not identify as an active ESG investor, and it is not a multi‑state or pension consultant adviser. Investment activity is focused on publicly available pooled vehicles for core exposures, with a material allocation to third‑party alternative managers for non‑core strategies. The business model emphasizes discretionary management, indicating the firm implements strategies on client behalf rather than primarily offering advice-only engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices