Investment adviser · CRD 122269
WEALTH ADVISORY GROUP, INC.
Investment adviser filing (IA)
BERWYN, PA, United States · Form ADV filed Oct 30, 2025
- Regulatory AUM
- $667M Form ADV · Item 5.F
- Client accounts
- 321 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 103 | $449,386,840 | 67.4% |
| High-net-worth individuals | 69 | $162,732,085 | 24.4% |
| Individuals | 142 | $49,955,571 | 7.5% |
| Charities | Fewer than 5 | $4,504,801 | 0.7% |
| Corporations & businesses | Fewer than 5 | $288,663 | 0.0% |
Filing source
Form ADV 2024897 · Oct 30, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 30, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1055 WESTLAKES DRIVE, STE 130BERWYN, PA, 19312, United States
CRD 122269
Filing source
Form ADV 2024897 · Oct 30, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.