RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 7, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERE Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERE Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERE Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERE Control
DODSON, KENNY, ALANICEO, CCO, CFO AND COOE Control
DODSON, KENNY, ALANICEO, CCO, CFO AND COOE Control
ARMSTRONG, DIANE, ELIZABETHIPRINCIPALC Control
ARMSTRONG, DIANE, ELIZABETHIPRINCIPALC Control
ARMSTRONG, DIANE, ELIZABETHIPRINCIPALC Control
ARMSTRONG, DIANE, ELIZABETHIPRINCIPALC Control
ARMSTRONG, DIANE, ELIZABETHIPRINCIPALC Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERC Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERC Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERC Control
DODSON, KENNY, ALANICHIEF COMPLIANCE OFFICERC Control
DODSON, KENNY, ALANIPRINCIPALC Control
KING, KELLEY, ADAMSIPRINCIPALC Control
KING, KELLEY, ADAMSIPRINCIPALC Control
KING, KELLEY, ADAMSIPRINCIPALC Control
KING, KELLEY, ADAMSIPRINCIPALC Control
KING, KELLEY, ADAMSIPRINCIPALC Control

Registrations

Federal

IA
Mar 7, 2025 REGISTERED

Notice Filings (3)

FL OH TX

Address

5005 HORIZONS DRIVE
SUITE 100
COLUMBUS, OH 43220
United States
Phone: 614-459-9000