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The Wealth Advantage Group, Inc.

● SEC registered since 2024CRD 122231SEC# 801-129967Columbus, OH
Export (members)
Reg. AUM
$132.7M
Employees
3
Accounts
473
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 $132.7 million in regulatory assets under management and employs 3 people.
www.wealthadvantagegroup.comView on SEC.gov ↗

The Wealth Advantage Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kenny Alan Dodson ControlCeo, Cco, Cfo And CooOver 75%2002

Frequently asked questions

How much does The Wealth Advantage Group, Inc. manage?

The Wealth Advantage Group, Inc. reports $132.7 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

Address5005 Horizons Drive, Suite 100, Columbus, OH 43220
Phone614-459-9000
Fax614-459-9099
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.2M
Non-discretionary$530K
Total (RAUM)$132.7M