{
  "crd_number": 122050,
  "slug": "wealth-advisors-group-fort-wayne-in-122050",
  "primary_business_name": "WEALTH ADVISORS GROUP",
  "legal_name": "SECURITY FINANCIAL SERVICES, INC.",
  "dbas": [],
  "city": "Fort Wayne",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "23060",
  "metro": {
    "cbsa_code": "23060",
    "common_name": "Fort Wayne",
    "msa_name": "Fort Wayne, IN",
    "path": "/advisors/in/fort-wayne"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-01-02",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1342010836.0,
  "raum_discretionary": 1315986001.0,
  "raum_non_discretionary": 26024835.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 226593829.0,
      "count": 9
    },
    "individuals": {
      "raum": 293538325.0,
      "count": 730
    },
    "pension_profit_sharing": {
      "raum": 6828463.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 766524230.0,
      "count": 283
    },
    "corporations_other_businesses": {
      "raum": 48525989.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "IL",
    "IN",
    "MI",
    "NC",
    "OH",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/WEALTHAG",
    "https://linkedin.com/COMPANY/9304417",
    "https://twitter.com/WEALTHAG",
    "https://wealthag.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122050",
  "city_as_filed": "FORT WAYNE",
  "url": "https://advisorcensus.com/firm/wealth-advisors-group-fort-wayne-in-122050",
  "display_name": "Wealth Advisors Group",
  "summary": "Wealth Advisors Group is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Wealth Advisors Group (CRD 122050): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Advisors Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Advisors Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Wealth Advisors Group located?",
      "a": "Wealth Advisors Group's principal office is in Fort Wayne, IN, according to its Form ADV."
    },
    {
      "q": "Is Wealth Advisors Group registered with the SEC or a state?",
      "a": "Wealth Advisors Group is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 122050."
    },
    {
      "q": "How much does Wealth Advisors Group manage?",
      "a": "Wealth Advisors Group reports $1,342,010,836 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (98% discretionary)."
    },
    {
      "q": "How have Wealth Advisors Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Advisors Group: Regulatory assets under management: $660,226,022 in the October 2021 data and $1,342,010,836 in the October 2026 data, up 103%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Advisors Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (730); high net worth individuals (283); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Wealth Advisors Group use?",
      "a": "Wealth Advisors Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Advisors Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122050"
    },
    {
      "q": "Does Wealth Advisors Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"The Adviser typically requires a minimum of $100,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser.\""
    },
    {
      "q": "What changed in Wealth Advisors Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,127,499,798 to $1,342,010,836 (+19%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 660226022.0,
      "total_employees": 10,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 784785994.0,
      "total_employees": 11,
      "filing_date": "2022-08-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 934063627.0,
      "total_employees": 11,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 995850684.0,
      "total_employees": 13,
      "filing_date": "2024-04-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1127499798.0,
      "total_employees": 14,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1342010836.0,
      "total_employees": 16,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,127,499,798 to $1,342,010,836 (+19%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Adviser typically requires a minimum of $100,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser."
        ]
      }
    ],
    "quotes": [
      "The Adviser typically requires a minimum of $100,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-advisors-group-fort-wayne-in-122050.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 730,
      "fewer_than_5": false,
      "raum": 293538325.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 283,
      "fewer_than_5": false,
      "raum": 766524230.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 6828463.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 226593829.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 48525989.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122050",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}