RIA Intel›Advisers›Pennsylvania›WEALTH ADVISORY GROUP, INC.

WEALTH ADVISORY GROUP, INC.

Advisory

N·BERWYN, PA

Data as of Feb 26, 2024 · Source: SEC Form ADV

Total AUM

$667M

1-Year AUM Growth

+20.2%

3-Year CAGR

+12.8%

Employees

6

Assets Under Management

Total AUM$667M

Discretionary AUM$220M

Non-Discretionary AUM$447M

Discretionary %32.9%

Total Clients314

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingFeb 29, 2016

Latest FilingFeb 26, 2024

🔒 Full AUM trend chart and 19 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTH ADVISORY GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.