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Wealth Advisors Group, LLC

● SEC registered since 2018CRD 291648SEC# 801-112281Coralville, IA
Export (members)
Reg. AUM
$215.9M
Employees
2
Accounts
787
Location
Coralville, IA

Wealth Advisors Group, LLC assets under management

Wealth Advisors Group, LLC is an SEC-registered investment adviser based in Coralville, IA. The firm has been registered since 2018. It reports $215.9 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/wealthadvgroupView on SEC.gov ↗

Wealth Advisors Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Alan Dumont ControlManaging Member/Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Wealth Advisors Group, LLC manage?

Wealth Advisors Group, LLC reports $215.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Advisors Group, LLC have?

Wealth Advisors Group, LLC reports 2 employees.

Where is Wealth Advisors Group, LLC located?

Wealth Advisors Group, LLC is based in Coralville, IA and has been SEC-registered since 2018.

Does Wealth Advisors Group, LLC disclose fund performance?

Wealth Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2771 Oakdale Boulevard,, Suite 4, Coralville, IA 52241
Phone319-626-3589
Fax319-626-3591
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$215.9M
Non-discretionary$0
Total (RAUM)$215.9M