WEALTH ADVISORS GROUP
Firm details
- Headquarters
- FORT WAYNE, Indiana
- CRD number
- 122050
- Registered since
- January 2, 2009
- Website
- www.wealthag.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.12%
- Individuals21.87%
- Charitable Organizations16.88%
- Corporations / Businesses3.62%
- Pension & Profit Sharing Plans0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Advisors Group is an independent registered investment adviser that has reported SEC registration since 2009 and is owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, providing financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Its fees include a percentage of AUM as well as hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities7%
- Cash & Cash Equivalents4%
- Other2%
- US Government Bonds1%
Contacts
3 of 9Austin Thoms
Financial AdvisorCRD 6913741
MARK VANDERHAGEN
President, Financial AdvisorCRD 1634101
ALEX BUDZON
Financial AdvisorCRD 6019133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 178Active vs passive
$728M in ETFs
49%
$353M
26%
$375M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $52.5M | 685,665 | 7.21% |
Location
FORT WAYNE, IN
ALLEN
Location
FORT WAYNE, IN
Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- ALLEN
- Address
- 12726 Coldwater Rd
- Time zone
- ET (UTC-5)
- Office locations
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