$278.5M Total AUM
$278.5M Disc. AUM
-- 3Y CAGR
2 Employees
272 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2018
- Office Locations
- 1
Office Locations
2771 Oakdale Boulevard, Suite 4 Coralville IA
About Wealth Advisors Group, LLC
Wealth Advisors Group, LLC is an independent, fiduciary wealth manager providing personalized investment management, retirement planning, and strategic tax planning designed to work together. The firm avoids model portfolios and “set-it-and-forget-it” approaches, tailoring portfolios to each client’s goals. Serves retail investors and entrepreneurs; custodies with major platforms such as Charles Schwab.
Team overview
-- AVG AGE
$139.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
J
JASON ALAN DUMONT
Chief Compliance Officer, Managing Member
- CRD
- #2493241
- Ownership
- 75% or more
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MICHAEL J CONLON
Advisor
- CRD
- #7350567
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,484,000 | $231,877 |
| Non-Discretionary | $0 | -- |
| Total | $278,484,000 | $231,877 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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