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WEALTH ADVISORS GROUP, LLC
2771 Oakdale Boulevard,
Suite 4
Coralville, Iowa 52241
Tel: 319-626-3589
About WEALTH ADVISORS GROUP, LLC
WEALTH ADVISORS GROUP, LLC, formally registered with the SEC as WEALTH ADVISORS GROUP, LLC. The firm was established in 01/10/2018. They have over 1 offices throughout the country.
WEALTH ADVISORS GROUP, LLC is a Coralville, Iowa based Financial Planning firm with nearly $215,907,000 assets under management, offering retirement planning & investment advisory services to 787 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291648 |
| SEC# | 801-112281 |
| Assets Managed by Firm | $215,907,000 |
| No. of Clients | 787 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 787 | $215,907,000 |
| Individuals (other than high net worth individuals) | 252 | $90,250,000 |
| High net worth individuals | 64 | $125,657,000 |
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