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WEALTH ADVISORS GROUP

FORT WAYNE, IN · CRD 122050 · IAPD ↗ · 260-619-3100

$1.34BRegulatory AUM
6Advisory reps
16Employees
16Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — WEALTH ADVISORS GROUP notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — WEALTH ADVISORS GROUP reports More than 500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — WEALTH ADVISORS GROUP crossed $1B in regulatory AUM ($995.9M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
May 2024 — WEALTH ADVISORS GROUP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.