THE WEALTH ADVANTAGE GROUP, INC.
CRD #122231 SEC #801-129967 COLUMBUS, OH 614-459-9000
SEC Registered
Total AUM
$132.7M
Discretionary
$132.2M
Employees
3
Clients
101
Accounts
473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132.7M | $132.2M | $529.8K | 3 | 0 |
| Apr 2024 | $125.5M | $125M | $542.4K | 3 | 0 |
| Mar 2024 | $125.5M | $125M | $542.4K | 3 | 0 |
| May 2012 | $69.2M | $66.8M | $2.3M | 1 | 200 |
| Mar 2012 | $69.2M | $66.8M | $2.3M | 1 | 200 |
| Mar 2011 | $68.3M | $65.7M | $2.6M | 5 | -- |
| Mar 2008 | $105.4M | $97.2M | $8.2M | 10 | -- |
| Feb 2007 | $97.8M | $93.1M | $4.6M | 10 | -- |
| Feb 2006 | $77.3M | $74M | $3.4M | 10 | -- |
| Feb 2005 | $61.3M | $61.3M | $0 | 10 | -- |
| Jan 2005 | $61.3M | $61.3M | $0 | 10 | -- |
DateMar 2025
Total AUM$132.7M
Discretionary$132.2M
Non-Disc.$529.8K
Employees3
Clients0
DateApr 2024
Total AUM$125.5M
Discretionary$125M
Non-Disc.$542.4K
Employees3
Clients0
DateMar 2024
Total AUM$125.5M
Discretionary$125M
Non-Disc.$542.4K
Employees3
Clients0
DateMay 2012
Total AUM$69.2M
Discretionary$66.8M
Non-Disc.$2.3M
Employees1
Clients200
DateMar 2012
Total AUM$69.2M
Discretionary$66.8M
Non-Disc.$2.3M
Employees1
Clients200
DateMar 2011
Total AUM$68.3M
Discretionary$65.7M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2008
Total AUM$105.4M
Discretionary$97.2M
Non-Disc.$8.2M
Employees10
Clients--
DateFeb 2007
Total AUM$97.8M
Discretionary$93.1M
Non-Disc.$4.6M
Employees10
Clients--
DateFeb 2006
Total AUM$77.3M
Discretionary$74M
Non-Disc.$3.4M
Employees10
Clients--
DateFeb 2005
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees10
Clients--