RIA · CRD 122231SEC-Registered

Updated:

THE WEALTH ADVANTAGE GROUP, INC.

The Wealth Advantage Group is a US registered investment advisor with limited public disclosure; AUM and sector focus are undisclosed.

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. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

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.

Is The Wealth Advantage Group a single-family office or a multi-client advisor?

The firm's name and corporate status as a registered investment advisor suggest a multi-client advisory model, serving multiple individuals or institutions. However, no public documentation confirms the client base or whether the firm acts as a single-family office in practice. Regulatory filings, if any, are not publicly accessible.

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.

Where does the underlying wealth come from?

The source of capital or underlying wealth for clients of The Wealth Advantage Group has not been disclosed. The firm does not publish information about its client base or whether it manages wealth generated from a specific industry, business sale, or inheritance.

Does The Wealth Advantage Group maintain any philanthropic or operating-company structures?

No philanthropic foundations, charitable entities, or operating-company relationships have been publicly reported for The Wealth Advantage Group. The firm appears to operate solely as an RIA without disclosed adjacent vehicles.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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