# Wealth Advisors Group

Wealth Advisors Group is a Bank / Wealth / Trust based in Fort Wayne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Wayne, United States
- **Region:** North America
- **Address:** Fort Wayne, IN, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** wealthadvisorsgroup.com

## Regulatory record

- **Reports private funds:** No

## About

Founded in Fort Wayne, Indiana, Wealth Advisors Group is a regional registered investment advisor focused on delivering wealth management and financial planning services. The firm's identity is built around serving the private wealth needs of individuals and business owners in the Midwest. The firm's core strategy centers on portfolio management and financial planning. Asset allocation spans equity and fixed-income strategies, often utilizing mutual funds and exchange-traded funds to construct client portfolios. Wealth Advisors Group represents the archetypal Main Street financial advisor model — locally rooted, privately held, and operating without the proprietary investment banking or capital markets infrastructure of a national wirehouse. The firm is headquartered in Fort Wayne, with no additional offices publicly disclosed. As a boutique advisory shop, its professional roster and total assets under management are not publicly reported. Wealth Advisors Group competes in a fragmented local market where differentiation comes from longevity and personal relationships rather than institutional brand or proprietary products. Wealth Advisors Group's structural differentiator is its independence. Unlike advisors affiliated with a major brokerage, the firm is not beholden to an in-house product shelf, which allows for open-architecture portfolio construction. This independence is the primary governance feature that shapes client outcomes.

## Questions

### What is Wealth Advisors Group's strategy for constructing client portfolios?

The firm builds portfolios using a mix of equity and fixed-income securities, primarily implemented through third-party mutual funds and exchange-traded funds. This open-architecture approach allows the firm to select strategies from different asset managers rather than pushing proprietary products.

### What is Wealth Advisors Group's geographic coverage and client base?

The firm is headquartered in Fort Wayne and primarily serves clients across Indiana and the broader Midwest. Its client base is typical of a regional private wealth practice, consisting of local business owners, professionals, and families focused on wealth accumulation and retirement planning.

## Related profiles

- [Wealth Advisors Group](https://altss.com/profile/wealth-advisors-group)
- [Wealth Advisors Network](https://altss.com/profile/wealth-advisors-network)

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Last updated: 2026-06-03T20:00:00.000Z

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