WEALTH ADVISORY GROUP, INC.
CRD #122269 SEC #801-107381 BERWYN, PA 610-225-1000
SEC Registered
Total AUM
$666.9M
Discretionary
$219.6M
Employees
7
Clients
101
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $666.9M | $219.6M | $447.3M | 7 | 10 |
| Apr 2025 | $666.9M | $219.6M | $447.3M | 7 | 10 |
| Mar 2025 | $666.9M | $219.6M | $447.3M | 7 | 10 |
| Feb 2024 | $581.2M | $182.1M | $399.1M | 7 | 2 |
| Feb 2024 | $483.4M | $159.8M | $323.6M | 8 | 5 |
| Nov 2023 | $483.4M | $159.8M | $323.6M | 8 | 5 |
| Mar 2023 | $483.4M | $159.8M | $323.6M | 8 | 5 |
| Dec 2022 | $549.3M | $148.2M | $401.1M | 9 | 7 |
| Oct 2022 | $549.3M | $148.2M | $401.1M | 9 | 7 |
| Mar 2022 | $549.3M | $148.2M | $401.1M | 9 | 7 |
| Mar 2021 | $406.6M | $114.1M | $292.5M | 9 | 5 |
| Oct 2020 | $367M | $104.8M | $262.2M | 8 | 10 |
| Jun 2020 | $367M | $104.8M | $262.2M | 8 | 10 |
| Mar 2020 | $367M | $104.8M | $262.2M | 8 | 10 |
| Apr 2019 | $263.1M | $75.9M | $187.2M | 8 | 5 |
| Mar 2019 | $263.1M | $75.9M | $187.2M | 8 | 5 |
| Mar 2018 | $234M | $76M | $158M | 7 | 5 |
| Mar 2017 | $168M | $54M | $114M | 7 | 26 |
| Aug 2016 | $138M | $40M | $98M | 7 | 26 |
| Jun 2016 | $138M | $40M | $98M | 7 | 26 |
| May 2016 | $138M | $40M | $98M | 7 | 26 |
| Feb 2016 | $138M | $40M | $98M | 7 | 26 |
DateOct 2025
Total AUM$666.9M
Discretionary$219.6M
Non-Disc.$447.3M
Employees7
Clients10
DateApr 2025
Total AUM$666.9M
Discretionary$219.6M
Non-Disc.$447.3M
Employees7
Clients10
DateMar 2025
Total AUM$666.9M
Discretionary$219.6M
Non-Disc.$447.3M
Employees7
Clients10
DateFeb 2024
Total AUM$581.2M
Discretionary$182.1M
Non-Disc.$399.1M
Employees7
Clients2
DateFeb 2024
Total AUM$483.4M
Discretionary$159.8M
Non-Disc.$323.6M
Employees8
Clients5
DateNov 2023
Total AUM$483.4M
Discretionary$159.8M
Non-Disc.$323.6M
Employees8
Clients5
DateMar 2023
Total AUM$483.4M
Discretionary$159.8M
Non-Disc.$323.6M
Employees8
Clients5
DateDec 2022
Total AUM$549.3M
Discretionary$148.2M
Non-Disc.$401.1M
Employees9
Clients7
DateOct 2022
Total AUM$549.3M
Discretionary$148.2M
Non-Disc.$401.1M
Employees9
Clients7
DateMar 2022
Total AUM$549.3M
Discretionary$148.2M
Non-Disc.$401.1M
Employees9
Clients7
DateMar 2021
Total AUM$406.6M
Discretionary$114.1M
Non-Disc.$292.5M
Employees9
Clients5
DateOct 2020
Total AUM$367M
Discretionary$104.8M
Non-Disc.$262.2M
Employees8
Clients10
DateJun 2020
Total AUM$367M
Discretionary$104.8M
Non-Disc.$262.2M
Employees8
Clients10
DateMar 2020
Total AUM$367M
Discretionary$104.8M
Non-Disc.$262.2M
Employees8
Clients10
DateApr 2019
Total AUM$263.1M
Discretionary$75.9M
Non-Disc.$187.2M
Employees8
Clients5
DateMar 2019
Total AUM$263.1M
Discretionary$75.9M
Non-Disc.$187.2M
Employees8
Clients5
DateMar 2018
Total AUM$234M
Discretionary$76M
Non-Disc.$158M
Employees7
Clients5
DateMar 2017
Total AUM$168M
Discretionary$54M
Non-Disc.$114M
Employees7
Clients26
DateAug 2016
Total AUM$138M
Discretionary$40M
Non-Disc.$98M
Employees7
Clients26
DateJun 2016
Total AUM$138M
Discretionary$40M
Non-Disc.$98M
Employees7
Clients26
DateMay 2016
Total AUM$138M
Discretionary$40M
Non-Disc.$98M
Employees7
Clients26
DateFeb 2016
Total AUM$138M
Discretionary$40M
Non-Disc.$98M
Employees7
Clients26