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WEALTH ADVISORS GROUP, LLC
CRD 291648 · SEC 801-112281
2771 OAKDALE BOULEVARD,, SUITE 4, CORALVILLE, IA, 52241, United States
Phone
319-626-3589
Fax
319-626-3591
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.5M
Discretionary AUM
$278.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $65.5M |
| High net worth individuals | 90 | $213.0M |
States served
CO, IA, LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD