The Australian Wealth Advisors Group Ltd (wag) Logo

The Australian Wealth Advisors Group Ltd (WAG)

___:___ · Financial Services
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WAG ASX Chart

Snapshot

The Australian Wealth Advisors Group Limited (WAG) is a financial services firm which specializes in mergers and acquisitions with 3 key operarions: Corporate - Activist Investment, Funds Management, Financial Wealth Management and Advisory. It operates in funds and investment management through Armytage Private; and in providing services to wealth management advisors through CHPW Financial.

Share Price Activity (ASX)

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2026 YTD
1 Year
vs Sector (1yr) -
vs ASX 200 (1yr) +49.53%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,332 of 2,337
Sector Rank 521 of 747

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies FPC / TVL / NGE
EPS $0.012
DPS $0.00
Book Value Per Share $0.176

Broker Consensus

WAG is not covered by a major broker, or data from most recent compilation was omitted due to not meeting QA guidelines.

Announcements

Price Sensitive only

Corporate Overview

Corporate Details

Head Office Melbourne VIC 3000
Website www.awag.au
Registry Registry Direct Pty Limited
Auditor BG Assurance Pty Ltd
Date Listed 16 Feb 2024

Upcoming Calendar (Forecasted)

Date Event
24/08/2026 Report (Prelim)
24/08/2026 Report (Annual)
22/02/2027 Report (Interim)

Former Company Names

  • The Australian Wealth Advisors Group Ltd has no former company names.

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
No dividends paid.

See Upcoming Dividends for all ASX companies.

Directors & Management

Directors

Management

Director Transactions

WAG directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
01/07/25 Mark Stephen Buy +47,271 $0.367 $17,366 On-market trade
11/03/25 Lee IaFrate Buy +9,981 $0.32 $3,193 On-market trade
26/02/25 Paul Young Buy +200,000 $0.32 $64,000 On-market trade
05/12/24 Lee IaFrate Buy +8,000 $0.30 $2,400 On-market trade
04/12/24 Lee IaFrate Buy +10,000 $0.30 $3,000 On-market trade
03/12/24 Lee IaFrate Buy +8,000 $0.30 $2,400 On-market trade
27/11/24 Lee IaFrate Buy +24,000 $0.30 $7,200 On-market trade
21/11/24 Lee IaFrate Buy +12,000 $0.30 $3,600 On-market trade
20/11/24 Lee IaFrate Buy +18,000 $0.30 $5,400 On-market trade
15/10/24 Lee IaFrate Buy +40,000 $0.27 $10,800 On-market trade
10/10/24 Lee IaFrate Buy +40,000 $0.27 $10,800 On-market trade
27/09/24 Lee IaFrate Buy +8,000 $0.29 $2,320 On-market trade
26/09/24 Lee IaFrate Buy +250,000 $0.28 $70,000 On-market trade
18/09/24 Lee IaFrate Buy +14,000 $0.27 $3,780 On-market trade
17/09/24 Lee IaFrate Buy +28,000 $0.28 $7,840 On-market trade
02/09/24 Lee IaFrate Buy +47,549 $0.285 $13,551 On-market trade
30/08/24 Lee IaFrate Buy +44,935 $0.285 $12,806 On-market trade
29/08/24 Lee IaFrate Buy +8,000 $0.285 $2,280 On-market trade
14/06/24 Paul Young Buy +150,000 $0.30 $45,000 On-market trade
23/05/24 Mark Stephen Buy +5,974 $0.34 $2,031 On-market trade
20/05/24 Mark Stephen Buy +8,000 $0.34 $2,720 On-market trade
09/05/24 Mark Stephen Buy +2,800 $0.34 $952 On-market trade
03/05/24 Mark Stephen Buy +8,000 $0.34 $2,720 On-market trade
02/05/24 Mark Stephen Buy +8,000 $0.34 $2,720 On-market trade
22/04/24 Mark Stephen Buy +2,889 $0.34 $982 On-market trade
18/04/24 Mark Stephen Buy +17,684 $0.34 $6,012 On-market trade
17/04/24 Mark Stephen Buy +36,000 $0.34 $12,240 On-market trade
16/04/24 Mark Stephen Buy +28,300 $0.34 $9,622 On-market trade
04/03/24 Paul Young Buy +50,000 $0.336 $16,784 On-market trade

Director Interests

The current holdings of WAG directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Mark Stephen 01/07/2025 N/A 1,204,918 N/A N/A
David Slack 30/06/2025 N/A 1,200,000 N/A N/A
Paul Young 30/06/2025 8,000 3,825,333 N/A N/A
Lee IaFrate 30/06/2025 18,950,759 N/A N/A N/A
Michael (Mike) Fitzpatrick 30/06/2025 N/A 9,000,000 N/A N/A
Christopher (Chris) Kelaher N/A N/A N/A N/A N/A

Shareholder Info

Top 20 Shareholders

Data supplied by Morningstar and accurate on Aug 18, 2025.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
Lee IaFrate - Family 18,352,778 24.68%
JP Morgan Nominees Australia Pty Limited 13,136,200 17.66%
Michael Fitzpatrick Family 8,000,000 10.76%
Mr Peter Geoffrey Hollick and Mrs Helen Therese Pattison <MACDY No.5 Superannuation Fund> 5,411,312 7.28%
Sedgman Group 4,217,424 5.67%
Paul Young Family 3,833,333 5.15%
Kensington Trust Singapore Limited <IS&P (First Names Singapore) FN37> 3,333,333 4.48%
Manly Lane Pty Ltd <Scott & Sally Beeton Sup A/c> 1,490,000 2.00%
Ginga Pty Ltd <TG Klinger Superfund> 1,399,623 1.88%
Mark Stephen Family 1,204,918 1.62%
Dasi Investments Pty Ltd 1,200,000 1.61%
Marsel Holdings Pty Ltd <Hayes Super Fund> 1,188,915 1.60%
Adigrati Investment Pty Ltd <The SMA Family A/c> 760,000 1.02%
Zermatt Pty Ltd <Montana Crans Superfund A/c> 676,659 0.91%
Ragar Pty Ltd 666,667 0.90%
Dixson Trust Pty Ltd 600,000 0.81%
Whacko Sports Pty Ltd 500,000 0.67%
Extra Pty Ltd <Wylie Super Fund A/c> 400,000 0.54%
Agrico Pty Ltd <Palm Super Fund A/c> 400,000 0.54%
Mr Thai Duong Ngo 383,813 0.53%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 10 20 139 63 44 276

Substantial Shareholders

A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.

Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.

Note: If a substantial shareholder's stake drops below 5%, the "Shareholders Selling" field shows full ownership as sold and sets "New %" to zero, even if they continue to hold shares under the limit.

Name Last Notice Total Shares Shares Held (%)
Paul Young 18/08/2025 3,833,333 5.15
JP Morgan Nominees Australia Pty Limited 18/08/2025 13,136,200 17.66
Lee Iafrate - Family 18/08/2025 18,950,759 25.48
Peter Hollick 18/08/2025 5,427,312 7.30
Michael Fitzpatrick 18/08/2025 9,000,000 12.10
The Unconditional Love Foundation Pty Ltd 02/03/2026 4,778,062 6.43

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
02-03-26 The Unconditional Love Foundation Pty Ltd 785,386 5.37 6.43

Shareholders Selling

12 month transaction history compiled from ASX announcements.

No sell transactions reported by Substantial Shareholders in the past 12 months.

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2025 $0.35 30 June
2024 $0.305 28 June
WAG Historical Price Data (CSV)
Up to 20 years of EOD share price history

Important note:

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)

Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.