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THE WEALTH ADVANTAGE GROUP, INC.

COLUMBUS, OH · CRD 122231 · IAPD ↗ · wealthadvantagegroup.com · 614-459-9000

$146.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — THE WEALTH ADVANTAGE GROUP, INC. (COLUMBUS, OH) is newly SEC-registered with $125.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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