SourcingSourcing

THE WEALTH ADVANTAGE GROUP, INC.

A75
CRD 122231·SEC 801-129967·COLUMBUS, OH
AUM
$146.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$439K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE WEALTH ADVANTAGE GROUP, INC.
CRD
122231
SEC file #
801-129967
EIN
—
DBA names
—

Economics

AUM
$146.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$132.7M → $146.4M▲ +10%
Client mix
Individuals Other89
Individuals High Net Worth46

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
wealthadvantagegroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DODSON, KENNY, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DODSON, KENNY, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHADVANTAGEGROUP.COM
Rdap Domain Creation Date
2008-02-28T20:28:29Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-28T20:28:29Z
Rdap Domain Last Changed
2025-12-30T07:21:24Z
Rdap Nameservers
Ns67.worldnic.comNs68.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1178399
Trust Company Affiliate
No

People (2)

2
DODSON, KENNY, ALAN
IAR · Direct Owner · 87.5%
1178399
MICHAEL GERARD DISALVO
IAR
4896227