SECURITY FINANCIAL SERVICES, INC.
Legal name: WEALTH ADVISORS GROUP
CRD #122050 SEC #801-69787 FORT WAYNE, IN 260-619-3100
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
14
Clients
--
Accounts
2,848
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $1.1B | $6.4M | 14 | 9 |
| Mar 2025 | $1.1B | $1.1B | $6.4M | 14 | 9 |
| Jan 2025 | $995.9M | $979.3M | $16.6M | 13 | 8 |
| Apr 2024 | $995.9M | $979.3M | $16.6M | 13 | 8 |
| Mar 2024 | $995.9M | $979.3M | $16.6M | 13 | 8 |
| Mar 2023 | $934.1M | $922.4M | $11.7M | 11 | 11 |
| Aug 2022 | $784.8M | $755M | $29.8M | 11 | 14 |
| Mar 2022 | $784.8M | $755M | $29.8M | 11 | 14 |
| Aug 2021 | $660.2M | $644.2M | $16M | 10 | 20 |
| Mar 2021 | $660.2M | $644.2M | $16M | 10 | 20 |
| Sep 2020 | $560.7M | $533.4M | $27.3M | 10 | 10 |
| Jun 2020 | $560.7M | $533.4M | $27.3M | 10 | 10 |
| Mar 2020 | $560.7M | $533.4M | $27.3M | 10 | 10 |
| Mar 2019 | $483M | $457.3M | $25.7M | 10 | 26 |
| Mar 2018 | $436.8M | $417.9M | $18.9M | 10 | 20 |
| Mar 2017 | $315M | $300M | $15M | 9 | 600 |
| Mar 2016 | $255M | $241M | $14M | 9 | 600 |
| Mar 2015 | $262M | $248M | $14M | 8 | 600 |
| Mar 2014 | $211.3M | $197.8M | $13.5M | 7 | 600 |
| Mar 2013 | $179.6M | $169.6M | $10M | 7 | 700 |
| Feb 2012 | $155M | $155M | $0 | 6 | 26 |
| Apr 2011 | $215.1M | $151.4M | $63.7M | 10 | -- |
| Mar 2010 | $122.2M | $122.2M | $0 | 10 | -- |
| Jan 2010 | $89.1M | $89.1M | $0 | 10 | -- |
| Mar 2009 | $89.1M | $89.1M | $0 | 10 | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees14
Clients9
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.4M
Employees14
Clients9
DateJan 2025
Total AUM$995.9M
Discretionary$979.3M
Non-Disc.$16.6M
Employees13
Clients8
DateApr 2024
Total AUM$995.9M
Discretionary$979.3M
Non-Disc.$16.6M
Employees13
Clients8
DateMar 2024
Total AUM$995.9M
Discretionary$979.3M
Non-Disc.$16.6M
Employees13
Clients8
DateMar 2023
Total AUM$934.1M
Discretionary$922.4M
Non-Disc.$11.7M
Employees11
Clients11
DateAug 2022
Total AUM$784.8M
Discretionary$755M
Non-Disc.$29.8M
Employees11
Clients14
DateMar 2022
Total AUM$784.8M
Discretionary$755M
Non-Disc.$29.8M
Employees11
Clients14
DateAug 2021
Total AUM$660.2M
Discretionary$644.2M
Non-Disc.$16M
Employees10
Clients20
DateMar 2021
Total AUM$660.2M
Discretionary$644.2M
Non-Disc.$16M
Employees10
Clients20
DateSep 2020
Total AUM$560.7M
Discretionary$533.4M
Non-Disc.$27.3M
Employees10
Clients10
DateJun 2020
Total AUM$560.7M
Discretionary$533.4M
Non-Disc.$27.3M
Employees10
Clients10
DateMar 2020
Total AUM$560.7M
Discretionary$533.4M
Non-Disc.$27.3M
Employees10
Clients10
DateMar 2019
Total AUM$483M
Discretionary$457.3M
Non-Disc.$25.7M
Employees10
Clients26
DateMar 2018
Total AUM$436.8M
Discretionary$417.9M
Non-Disc.$18.9M
Employees10
Clients20
DateMar 2017
Total AUM$315M
Discretionary$300M
Non-Disc.$15M
Employees9
Clients600
DateMar 2016
Total AUM$255M
Discretionary$241M
Non-Disc.$14M
Employees9
Clients600
DateMar 2015
Total AUM$262M
Discretionary$248M
Non-Disc.$14M
Employees8
Clients600
DateMar 2014
Total AUM$211.3M
Discretionary$197.8M
Non-Disc.$13.5M
Employees7
Clients600
DateMar 2013
Total AUM$179.6M
Discretionary$169.6M
Non-Disc.$10M
Employees7
Clients700
DateFeb 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees6
Clients26
DateApr 2011
Total AUM$215.1M
Discretionary$151.4M
Non-Disc.$63.7M
Employees10
Clients--
DateMar 2010
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees10
Clients--