What departments does Wealth Advisors Group have?

Wealth Advisors Group has employees across 3 departments including Administrative, Finance, Operations.

What is the largest department at Wealth Advisors Group?

The largest department at Wealth Advisors Group is Finance with 2 employees.

Where are Wealth Advisors Group employees located globally?

Wealth Advisors Group has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Advisors Group's team size changed over time?

Wealth Advisors Group's team has decreased from approximately 17 to 15 employees based on available data.

Wealth Advisors Group Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Wealth Advisors Group operates in financial services as a fee-based firm offering comprehensive financial planning and wealth management for successful individuals and families. It emphasizes a disciplined process that allows for personalized solutions, recognizing how life events can impact wealth and requiring collaborative guidance for important decisions. The team holds professional designations—CFP, CEP, and AIF—and commits to ongoing professional development to support client relationships.

The company is based in Fort Wayne, Indiana, and provides investment advice through a registered investment adviser. In June 2019, the firm announced the addition of Tracey Larsen to its team, reflecting ongoing personnel expansion.

Wealth Advisors Group Global Highlights

North America
26

United States Of America
26

Wealth Advisors Group's Leadership

M. V. C. G. A.
President
Mobile Phone
Email
D. L.
Founder
Mobile Phone
Email
K. S.
Office Manager
Mobile Phone
Email
K. P.
Administrative Assistant
Mobile Phone
Email
A. T.
Financial Advisor
Mobile Phone
Email
D. M.
Client Services Intern
Mobile Phone
Email
M. S.
Client Service And Operations Associate
Mobile Phone
Email
T. S.
Financial Associate
Mobile Phone
Email

Wealth Advisors Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Wealth Advisors Group

Name

Title

Contact Info

Location

Last Update

D. L.
Founder
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
M. V. C. G. A.
President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. S.
Office Manager
Mobile Phone
Email
United StatesMaryland
Jun 11, 2026
K. P.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Jun 11, 2026
A. T.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
D. M.
Client Services Intern
Mobile Phone
Email
UNITED STATES
May 05, 2024
M. S.
Client Service And Operations Associate
Mobile Phone
Email
UNITED STATES
Apr 05, 2023
T. S.
Financial Associate
Mobile Phone
Email
Oct 23, 2024
C. S.
Mobile Phone
Email
UNITED STATES
May 06, 2025
J. T.
Registered Sales Assistant At Raymond James Financial Services, Inc
Mobile Phone
Email
United StatesMaryland
Mar 04, 2024

Frequently Asked Questions

What is Wealth Advisors Group known for?

Wealth Advisors Group was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 12726 Coldwater Road Fort Wayne, Indiana 46845 United States; you can contact the main corporate office by phone at

+1-260-619-****

. Explore Wealth Advisors Group's company overview page for more information.

What is Wealth Advisors Group's most common email format?

Wealth Advisors Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisors Group email formats with LeadIQ.

How many employees does Wealth Advisors Group have currently?

Wealth Advisors Group has approximately 18 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Wealth Advisors Group's key employees and leadership?

As of June 2026, Wealth Advisors Group's key employees include:

President: M. V. C. G. A.
Founder: D. L.
Office Manager: K. S.
Administrative Assistant: K. P.
Financial Advisor: A. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Wealth Advisors Group Employee Directory

Find Wealth Advisors Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead