Vice President · Wealth Advisors Group
Alex J. Budzon
CRD 6019133 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Advisors Group, an SEC-registered wealth manager based in Fort Wayne, IN with $1.3 billion in regulatory assets, lists Alex J. Budzon on its Form ADV as Vice President, a control person.
Firms and roles
- Wealth Advisors GroupVice PresidentWealth manager · Fort Wayne, IN · $1.3B in regulatory assets
AtlasMembers
Alex’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph DewaldDirector, Wealth Advisors Group
- Mark D. VanderhagenDirector, Wealth Advisors Group
- Patrick J. O'ConnellPresident/chief Compliance Officer, Wealth Advisors Group
- Christopher A. SlybySecretary/director, Wealth Advisors Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alex’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.