Wealth Advisors Group

Wealth Advisors Group

Financial Services, Coldwater Rd, Fort Wayne, , 46845, Indiana, 12726, United States, 11-50 Employees

wealthag.com

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Who is WEALTH ADVISORS GROUP

At Wealth Advisors Group, we make your wealth management experience personal- and we make it our priority. Wealth Advisors Group is a comprehensive, fee-based financial planning services ...

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  • 12726 Coldwater Rd, Fort Wayne, Indiana, 46845, United States Headquarters: 12726 Coldwater Rd, Fort Wayne, Indiana, 46845, United States
  • 1991 Date Founded: 1991
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 561499 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from WEALTH ADVISORS GROUP

Wealth Advisors Group Org Chart and Mapping

Employees

Alex Budzon

Certified Financial Planner™

Dan Wunderlin

Financial Operations/Accounting/Taxation

Austin Cecil

Financial Professional

Kathy Patterson

Administrative Assistant

Jason Turnbull

Registered Sales Assistant at Raymond James Financial Services, Inc.

Tavis Logan

Portfolio Administrator

Dan McKeeman

Investment Operations Associate

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Frequently Asked Questions Regarding Wealth Advisors Group

Answer: Wealth Advisors Group's headquarters are located at Coldwater Rd, Fort Wayne, , 46845, Indiana, 12726, United States

Answer: Wealth Advisors Group's phone number is +12*********

Answer: Wealth Advisors Group's official website is https://wealthag.com

Answer: Wealth Advisors Group's revenue is $10 Million to $25 Million

Answer: Wealth Advisors Group's SIC: 6211

Answer: Wealth Advisors Group's NAICS: 561499

Answer: Wealth Advisors Group has 11-50 employees

Answer: Wealth Advisors Group is in Financial Services

Answer: Wealth Advisors Group contact info: Phone number: +12********* Website: https://wealthag.com

Answer: At Wealth Advisors Group, we make your wealth management experience personal- and we make it our priority. Wealth Advisors Group is a comprehensive, fee-based financial planning services company that specializes in guiding the wealth management needs of successful individuals and families. Our disciplined process leaves room for creative thinking that results in a level of personalization that is tailored to each client. We understand how lifes details can impact your wealth, and collaborate to guide you through important decisions. You benefit from the experience and expertise that our award-winning team brings to the relationship, and the professional designations our advisors have achieved (CFP, CEP, AIF). At Wealth Advisors Group, we are committed to continual professional education and development. Investment advice offered through Wealth Advisors Group, a registered investment advisor.

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