Private Market View

WEALTH ADVISORS GROUP

Other · FORT WAYNE, IN

AUM
$1.0M
Portfolio companies
Recorded deals
Last investment

Key facts

  • WEALTH ADVISORS GROUP is a other based in FORT WAYNE, IN.
  • WEALTH ADVISORS GROUP reports $1.0M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 122050
Regulatory AUM
$1.0M
Private fund assets
Private funds
Staff
16
Registered office
FORT WAYNE, IN
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SECURITY FINANCIAL SERVICES, INC.).

Free account
See the whole book
  • ·Watchlist + alerts for WEALTH ADVISORS GROUP's activity
Create free account
No card required

Portfolio

Portfolio — not yet on record

No portfolio companies for WEALTH ADVISORS GROUP are on record yet. Positions surface from round participations, filings, and coverage.

Pro members can request priority coverage with a 48-hour turnaround.

Frequently asked

What is WEALTH ADVISORS GROUP's AUM?
WEALTH ADVISORS GROUP manages approximately $1.0M in assets.