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WEALTH ADVISORS GROUP
Legal name: SECURITY FINANCIAL SERVICES, INC.
CRD 122050File 801-69787
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$1.32B
Non-discretionary $26.0M
Clients
1,057
3,297 accounts
Employees
16
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2009
- Principal office
- 12726 COLDWATER ROAD, FORT WAYNE, IN, 46845
- Phone
- 260-619-3100
- Website
- HTTPS://WWW.WEALTHAG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $26.0M
- Discretionary accounts
- 3,189
- Non-discretionary accounts
- 108
- Total accounts
- 3,297
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $48.5M |
| Charitable organizations | 9 | $226.6M |
| High net worth individuals | 283 | $766.5M |
| Pension and profit sharing plans | 20 | $6.8M |
| Individuals (other than high net worth individuals) | 730 | $293.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 991 | 1,057 | increased by66 |
| Apr 1, 2026 | AUM | $1,127,499,798 | $1,342,010,836 | increased by$214,511,038 |
| Apr 1, 2026 | Accounts | 2,848 | 3,297 | increased by449 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 14 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,010 | 991 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $784,785,994 | $1,127,499,798 | increased by$342,713,804 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,281 | 2,848 | increased by567 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 975 | 1,010 | increased by35 |
| Apr 1, 2022 | AUM | $660,226,022 | $784,785,994 | increased by$124,559,972 |
| Apr 1, 2022 | Accounts | 2,180 | 2,281 | increased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.