Wealth Advisory Group, Inc.

Wealth Advisory Group, Inc. (CRD# 122269) is a financial advisory firm headquartered in Berwyn, PA. They manage $138,000,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $1,150,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Wealth Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert A. Norton
CRD#: 1101524
1055 Westlakes Drive, Ste 130, Berwyn, PA 19312
76
Wealthminder
score

Robert Norton (CRD# 1101524) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 34 years of experience in the finance industry.

2
Brian A. Sullivan
CRD#: 1720097
1055 Westlakes Drive, Ste 130, Berwyn, PA 19312
73
Wealthminder
score

Brian Sullivan (CRD# 1720097) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 30 years of experience in the finance industry.

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