THE WEALTH ADVANTAGE GROUP, INC.

Adviser information for THE WEALTH ADVANTAGE GROUP, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 476 $125.0M
Non-Discretionary 12 $542,448
Total 488 $125.5M

Clients

Type Number RAUM
Individuals 110 $37.9M
HNW Individuals 39 $87.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-129967
SEC ERA File Number 801-129967
SEC CIK Numbers None
SEC CRD Numbers 122231
Legal Entity Identifier None

Principal Office

5005 HORIZONS DRIVE
SUITE 100
COLUMBUS
OH
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 614-459-9000, Fax: 614-459-9099

Chief Compliance Officer

KEN A. DODSON
PRESIDENT
5005 HORIZONS DRIVE
SUITE 100
COLUMBUS
OH
United States
Tel: 614-459-9000
Fax: 614-459-9099
(Full email address available in API data)

Regulatory Contact

MIKE DISALVO
COMPLIANCE ADMINISTRATOR
5005 HORIZONS DRIVE
SUITE 100
COLUMBUS
OH
United States
Tel: 614-459-9000
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DODSON, KENNY, ALAN Individual CHIEF COMPLIANCE OFFICER 07/2002 > 75%

No. Employees, Historic

1050202420253 on 3/22/2024

RAUM, Historic

200M100M020242025125548188 on 3/22/2024

No. Clients, Historic

200100020242025149 on 3/22/2024