Wealth Advisors Group logo

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.

Find Wealth Advisors Group employees' phone numbers or email addresses

Wealth Advisors Group Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Wealth Advisors Group's Leadership

  • Stylized image of a person
    A. T.
    Financial Advisor
  • Stylized image of a person
    T. S.
    Financial Associate

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
Location
Last Update
  • Stylized image of a person
    A. T.
    Financial Advisor
    Oct 22, 2024
  • Stylized image of a person
    T. S.
    Financial Associate
    Oct 23, 2024

Frequently Asked Questions

What is Wealth Advisors Group known for?

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Wealth Advisors Group was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Wealth Advisors Group's company overview page for more information.

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

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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?

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Wealth Advisors Group has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Financial Advisor: A. T.
  • Financial Associate: T. S.

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