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RIA · CRD 122231SEC-Registered

Updated:

THE WEALTH ADVANTAGE GROUP, INC.

The Wealth Advantage Group, Inc. is an SEC-registered investment adviser in Columbus, OH, registered since 2024. The firm manages $146 million in assets.

Overview

The Wealth Advantage Group, Inc. is an SEC-registered investment adviser in Columbus, OH, registered since 2024. The firm manages $146 million in assets. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at The Wealth Advantage Group?

No named principal or investment committee has been publicly disclosed for the firm. State business registration records list the corporate filing but do not identify executives or advisors. Without SEC Form ADV filings or other regulatory documents, the investment decision-making structure remains unknown.

What is the firm's known investment strategy?

The Wealth Advantage Group's investment strategy is not publicly described. Typical RIA offerings include portfolio management, financial planning, and wealth advisory services, but the firm has not disclosed preferred asset classes, stages, or sector focus. No portfolio companies or co-investments have been reported.

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