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WEALTH ADVISORY GROUP, INC.

BERWYN, PA · CRD 122269 · IAPD ↗ · wagadvisors.com · 610-225-1000

$666.9MRegulatory AUM
6Advisory reps
7Employees
10Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — WEALTH ADVISORY GROUP, INC. (BERWYN, PA) left the SEC roster (was $666.9M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — WEALTH ADVISORY GROUP, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
68
April 2025 — WEALTH ADVISORY GROUP, INC. now reports custody of client assets ($18.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — WEALTH ADVISORY GROUP, INC. crossed $500M in regulatory AUM ($483.4M -> $581.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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