The Australian Wealth Advisors Group Ltd Total Assets
The Australian Wealth Advisors Group Ltd total assets. Based on the latest financial reports, The Australian Wealth Advisors Group Ltd (WAG) holds total assets worth AU$13.61 Million AUD (≈ $9.63 Million USD) as of December 2025. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments. Also see WAG stock market capitalisation for the company's overall valuation and market capitalisation.
Total Assets of The Australian Wealth Advisors Group Ltd (2022–2025)
Total assets of The Australian Wealth Advisors Group Ltd from 2022 to 2025. This chart illustrates how The Australian Wealth Advisors Group Ltd's total assets have evolved over time, based on quarterly financial data. See current stock price of The Australian Wealth Advisors Group Ltd for real-time trading data and today's change.
The Australian Wealth Advisors Group Ltd - Asset Composition Analysis
The Australian Wealth Advisors Group Ltd Total Assets Breakdown (June 2025)
The Australian Wealth Advisors Group Ltd total assets breakdown as of June 2025. The Australian Wealth Advisors Group Ltd's total assets of AU$13.61 Million consist of 27.3% current assets and 72.8% non-current assets.
| Asset Category | Amount (AUD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 25.1% |
| Accounts Receivable | AU$293.44K | 2.2% |
| Inventory | AU$0.00 | 0.0% |
| Property, Plant & Equipment | AU$47.93K | 0.4% |
| Intangible Assets | AU$0.00 | 0.0% |
| Goodwill | AU$6.66 Million | 49.9% |
Asset Composition Trend (2022–2025)
This chart illustrates how The Australian Wealth Advisors Group Ltd's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. Explore WAG working capital efficiency to assess how much short-term liquidity the company maintains relative to its equity base.
Key Asset Composition Facts
- Current vs. Non-Current Assets: The Australian Wealth Advisors Group Ltd's current assets represent 27.3% of total assets in 2025, a decrease from 60.1% in 2022.
- Cash Position: Cash and equivalents constituted 25.1% of total assets in 2025, down from 60.0% in 2022.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 49.0% of total assets, an increase from 36.0% in 2022.
- Asset Diversification: The largest asset category is goodwill at 49.9% of total assets.
The Australian Wealth Advisors Group Ltd Competitors by Total Assets
Key competitors of The Australian Wealth Advisors Group Ltd based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Bajaj Holdings & Investment Limited
NSE:BAJAJHLDNG
|
India | Rs851.87 Billion |
|
RiverNorth Flexible Municipal Income Fund II Inc
NYSE:RFMZ
|
USA | $585.45 Million |
|
IGM Financial Inc.
TO:IGM
|
Canada | CA$21.78 Billion |
|
Groep Brussel Lambert NV
BR:GBLB
|
Belgium | €25.06 Billion |
|
Sprott Physical Gold and Silver Trust
TO:CEF
|
Canada | CA$9.34 Billion |
|
Australian Foundation Investment Company Ltd
AU:AFI
|
Australia | AU$9.82 Billion |
|
Golub Capital BDC Inc
NASDAQ:GBDC
|
USA | $8.98 Billion |
|
CI Financial Corp
TO:CIX
|
Canada | CA$11.01 Billion |
The Australian Wealth Advisors Group Ltd - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 6.61 | 6.82 | 0.96 |
| Quick Ratio | 6.61 | 6.82 | 0.96 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | AU$2.91 Million | AU$4.54 Million | AU$-101.02K |
The Australian Wealth Advisors Group Ltd - Advanced Valuation Insights
This section examines the relationship between The Australian Wealth Advisors Group Ltd's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 3.44 |
| Latest Market Cap to Assets Ratio | 2.33 |
| Asset Growth Rate (YoY) | 0.4% |
| Total Assets | AU$13.35 Million |
| Market Capitalization | $31.06 Million USD |
Valuation Analysis
Premium Asset Valuation: The market values The Australian Wealth Advisors Group Ltd's assets at a significant premium (2.33x), suggesting investors see substantial growth potential or unique competitive advantages.
Positive Asset Growth: The Australian Wealth Advisors Group Ltd's assets grew by 0.4% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for The Australian Wealth Advisors Group Ltd (2022–2025)
The table below shows the annual total assets of The Australian Wealth Advisors Group Ltd from 2022 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | AU$13.35 Million ≈ $9.45 Million |
+0.39% |
| 2024-06-30 | AU$13.30 Million ≈ $9.41 Million |
+89.20% |
| 2023-06-30 | AU$7.03 Million ≈ $4.97 Million |
+172.58% |
| 2022-06-30 | AU$2.58 Million ≈ $1.82 Million |
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About The Australian Wealth Advisors Group Ltd
The Australian Wealth Advisors Group Limited, together with its subsidiaries, provides investment and funds management services in Australia. It also offers services to wealth management advisors; and invests in financial services businesses, as well as merger and acquisition services. The Australian Wealth Advisors Group Limited was founded in 2021 and is based in Melbourne, Australia.