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THE WEALTH ADVANTAGE GROUP, INC.

CRD 122231 · SEC 801-129967

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5005 HORIZONS DRIVE, SUITE 100, COLUMBUS, OH, 43220, United States

Phone

614-459-9000

Fax

614-459-9099

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$146.4M

Discretionary AUM

$145.9M

Team

3 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals89$33.6M
High net worth individuals46$112.8M

States served

OH, FL

All web addresses on file

Official SEC filing: View on IAPD