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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-1999
- Office Locations
- 1
Office Locations
About Wealth Advisors Group
Wealth Advisors Group is a fee-only, fiduciary wealth manager providing comprehensive planning and active portfolio management with continual monitoring. Services include retirement, legacy and tax planning, and guidance for business owners/executives, physicians, young professionals, and families, including faith-based investing preferences. Founded in 1991, the team includes seven Certified Financial Planner professionals and does not take commissions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PATRICK JOHN O'CONNELL
Chief Compliance Officer, President
- CRD
- #4985255
- Ownership
- 25% but less than 50%
MARK DAVID VANDERHAGEN
DIRECTOR
- CRD
- #1634101
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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DANIEL WILLIAM MCKEEMAN
--
- CRD
- #8275494
Laura Morton
Senior Manager
- CRD
- #6786025
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,315,986,001 | $412,664 |
| Non-Discretionary | $26,024,835 | $240,971 |
| Total | $1,342,010,836 | $407,040 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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