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 formed prior to 2009 and operated as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional and business accounts, and it acts as a capital allocator—selecting third‑party managers as part of its offering. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection. Its fee arrangements blend asset‑based fees with hourly and fixed‑fee engagements. The firm does not self‑identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 9
Austin 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 170Active vs passive
$839M in ETFs
43%
$357M
25%
$483M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $87.5M | 995,716 | 10.42% |
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
Similar firms
Vestia Personal Wealth Advisors
RIAFort Wayne, IN
Galecki Financial Management Inc
RIAFort Wayne, IN
Atlas Capital Management Corp
RIAFort Wayne, IN
Phillips Financial
RIAFort Wayne, IN
Howard Bailey Securities, LLC
RIAFort Wayne, IN
Monarch Capital Management Inc
RIAFort Wayne, IN