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, advisor-owned registered investment adviser that has been SEC registered since 2009. The firm acts as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Its billing mix includes percentage-of-AUM fees plus hourly and fixed-fee arrangements. The adviser identifies as non-ESG-focused and operates under a single-owner structure rather than as part of a larger network.
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 10
Austin Thoms
Financial AdvisorCRD 6913741
Alex Budzon
Financial AdvisorCRD 6019133
Patrick O'connell
Financial AdvisorCRD 4985255
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
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