Wealth Advisory Group, Inc.
CRD 122269SEC# 801-107381Berwyn, PA
No longer SEC-registered. Wealth Advisory Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$666.9M
Employees
7
Accounts
321
Location
Berwyn, PA
Wealth Advisory Group, Inc. assets under management
Wealth Advisory Group, Inc. is an investment advisory firm registered with the SEC based in Berwyn, PA. It reports $666.9 million in regulatory assets under management and employs 7 people.
Wealth Advisory Group, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Ellis Craft Control | Chief Compliance Officer | Under 5% | 1993 |
| Wia Holdings, LLC Control | Owner | Over 75% | 2022 |
| Cb Clockwork Midco, LLC | Owner | Over 75% | 2022 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealth Advisory Group, Inc. manage?
Wealth Advisory Group, Inc. reports $666.9 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Advisory Group, Inc. have?
Wealth Advisory Group, Inc. reports 7 employees.
Where is Wealth Advisory Group, Inc. located?
Wealth Advisory Group, Inc. is based in Berwyn, PA.
Does Wealth Advisory Group, Inc. disclose fund performance?
Wealth Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1055 Westlakes Drive, Ste 130, Berwyn, PA 19312 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$666.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$666.9Mregulatory AUM
Discretionary $219.6MNon-discretionary $447.3M