WEALTH ADVISORS GROUP

12726 Coldwater Road
Fort Wayne, Indiana 46845
Tel: 260-619-3100

About WEALTH ADVISORS GROUP

WEALTH ADVISORS GROUP, formally registered with the SEC as WEALTH ADVISORS GROUP. The firm was established in 01/02/2009. They have over 1 offices throughout the country.

WEALTH ADVISORS GROUP is a Fort Wayne, Indiana based Financial Planning firm with nearly $995,850,684 assets under management, offering retirement planning & investment advisory services to 2672 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122050
SEC#	801-69787
Assets Managed by Firm	$995,850,684
No. of Clients	2672
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2672	$995,850,684
Individuals (other than high net worth individuals)	595	$285,983,200
High net worth individuals	191	$523,598,134
Pension and profit sharing plans	30	$13,003,434
Charitable organizations	22	$166,894,294
Corporations or other businesses	11	$4,911,626

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