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WEALTH ADVISORS GROUP, LLC

dba WEALTH ADVISORS GROUP, LLC · CRD 291648 · Registered Investment Adviser

WEALTH ADVISORS GROUP, LLC is a Registered Investment Adviser headquartered in CORALVILLE, IA. The firm reports $278,484,000 in regulatory assets under management across 1,201 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$278,484,000
Non-discretionary$0
Total RAUM$278,484,000
Accounts1,201

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 291648. adviserinfo.sec.gov/firm/summary/291648.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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