The Wealth Advantage Group, Inc.
● SEC registered since 2024CRD 122231SEC# 801-129967Columbus, OH
Reg. AUM
$146.4M
Employees
3
Accounts
516
Location
Columbus, OH
The Wealth Advantage Group, Inc. assets under management
The Wealth Advantage Group, Inc. is a registered investment adviser overseen by the SEC based in Columbus, OH. The firm has been registered since 2024. It reports $146.4 million in regulatory assets under management and employs 3 people.
The Wealth Advantage Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenny Alan Dodson Control | Ceo, Cco, Cfo And Coo | Over 75% | 2002 |
Frequently asked questions
How much does The Wealth Advantage Group, Inc. manage?
The Wealth Advantage Group, Inc. reports $146.4 million in regulatory assets under management on its Form ADV.
How many employees does The Wealth Advantage Group, Inc. have?
The Wealth Advantage Group, Inc. reports 3 employees.
Where is The Wealth Advantage Group, Inc. located?
The Wealth Advantage Group, Inc. is based in Columbus, OH and has been SEC-registered since 2024.
Does The Wealth Advantage Group, Inc. disclose fund performance?
The Wealth Advantage Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5005 Horizons Drive, Suite 100, Columbus, OH 43220 |
| Phone | 614-459-9000 |
| Fax | 614-459-9099 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$146.4Mregulatory AUM
Discretionary $145.9MNon-discretionary $476K