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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| WIA HOLDINGS, LLC | DE | OWNER | E | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFT, RICHARD, ELLIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
| BASS, MICHAEL, CHRISTOPHER | I | PRESIDENT | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CB CLOCKWORK MIDCO, LLC | DE | WORLD ASSOCIATES HOLDINGS, LLC | E | |
| CB CLOCKWORK MIDCO, LLC | DE | WORLD ASSOCIATES HOLDINGS, LLC | E | |
| CB CLOCKWORK MIDCO, LLC | DE | WORLD ASSOCIATES HOLDINGS, LLC | E | |
| CB CLOCKWORK MIDCO, LLC | DE | WORLD ASSOCIATES HOLDINGS, LLC | E | |
| CB CLOCKWORK MIDCO, LLC | DE | WORLD ASSOCIATES HOLDINGS, LLC | E | |
| CB CLOCKWORK PARENT, LLC | DE | CB CLOCKWORK MIDCO, LLC | E | |
| CB CLOCKWORK PARENT, LLC | DE | CB CLOCKWORK MIDCO, LLC | E | |
| CB CLOCKWORK PARENT, LLC | DE | CB CLOCKWORK MIDCO, LLC | E | |
| CB CLOCKWORK PARENT, LLC | DE | CB CLOCKWORK MIDCO, LLC | E | |
| CB CLOCKWORK PARENT, LLC | DE | CB CLOCKWORK MIDCO, LLC | E | |
| WORLD ASSOCIATES HOLDINGS, LLC | DE | WIA HOLDINGS, LLC | E | |
| WORLD ASSOCIATES HOLDINGS, LLC | DE | WIA HOLDINGS, LLC | E | |
| WORLD ASSOCIATES HOLDINGS, LLC | DE | WIA HOLDINGS, LLC | E | |
| WORLD ASSOCIATES HOLDINGS, LLC | DE | WIA HOLDINGS, LLC | E | |
| WORLD ASSOCIATES HOLDINGS, LLC | DE | WIA HOLDINGS, LLC | E | |
| CB WORLD MANAGEMENT, LLC | DE | CB CLOCKWORK PARENT, LLC | C | |
| CB WORLD MANAGEMENT, LLC | DE | CB CLOCKWORK PARENT, LLC | C | |
| CB WORLD MANAGEMENT, LLC | DE | CB CLOCKWORK PARENT, LLC | C | |
| CB WORLD MANAGEMENT, LLC | DE | CB CLOCKWORK PARENT, LLC | C | |
| CB WORLD MANAGEMENT, LLC | DE | CB CLOCKWORK PARENT, LLC | C | |
| CHARLESBANK EQUITY FUND IX | DE | CB WORLD MANAGEMENT, LLC | C | |
| CHARLESBANK EQUITY FUND IX | DE | CB WORLD MANAGEMENT, LLC | C | |
| CHARLESBANK EQUITY FUND IX | DE | CB WORLD MANAGEMENT, LLC | C |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (6)
DE FL MD NJ PA TX
Address
1055 WESTLAKES DRIVESTE 130
BERWYN, PA 19312
United States
Phone: 610-225-1000