Wealth Advisors Group, LLC
● SEC registered since 2018CRD 291648SEC# 801-112281Coralville, IA
Reg. AUM
$278.5M
Employees
2
Accounts
1,201
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 $278.5 million in regulatory assets under management and employs 2 people.
Wealth Advisors Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Alan Dumont Control | Managing Member/Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Wealth Advisors Group, LLC manage?
Wealth Advisors Group, LLC reports $278.5 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
| Address | 2771 Oakdale Boulevard,, Suite 4, Coralville, IA 52241 |
| Phone | 319-626-3589 |
| Fax | 319-626-3591 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278.5M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$278.5Mregulatory AUM
Discretionary $278.5M