{
  "crd_number": 291648,
  "slug": "wealth-advisors-group-llc-coralville-ia-291648",
  "primary_business_name": "WEALTH ADVISORS GROUP, LLC",
  "legal_name": "WEALTH ADVISORS GROUP, LLC",
  "dbas": [],
  "city": "Coralville",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "26980",
  "metro": {
    "cbsa_code": "26980",
    "common_name": "Iowa City",
    "msa_name": "Iowa City, IA",
    "path": "/advisors/ia/iowa-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-10",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 278484000.0,
  "raum_discretionary": 278484000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 65481000.0,
      "count": 182
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 213003000.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "IA",
    "LA",
    "NE",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/wealthadvgroup",
    "https://wealthadvgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291648",
  "city_as_filed": "CORALVILLE",
  "url": "https://advisorcensus.com/firm/wealth-advisors-group-llc-coralville-ia-291648",
  "display_name": "Wealth Advisors Group, LLC",
  "summary": "Wealth Advisors Group, LLC is an SEC-registered investment advisory firm in Coralville, IA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Wealth Advisors Group, LLC (CRD 291648): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Advisors Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Advisors Group, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Wealth Advisors Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $499,999: 1% a year; $500,000 to $999,999: 0.9% a year; $1,000,000 to $1,499,999: 0.8% a year; Above $1,500,000: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wealth Advisors Group, LLC located?",
      "a": "Wealth Advisors Group, LLC's principal office is in Coralville, IA, according to its Form ADV."
    },
    {
      "q": "Is Wealth Advisors Group, LLC registered with the SEC or a state?",
      "a": "Wealth Advisors Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291648."
    },
    {
      "q": "How much does Wealth Advisors Group, LLC manage?",
      "a": "Wealth Advisors Group, LLC reports $278,484,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealth Advisors Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Advisors Group, LLC: Regulatory assets under management: $222,381,674 in the October 2021 data and $278,484,000 in the October 2026 data, up 25%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Advisors Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (90)."
    },
    {
      "q": "Which custodians does Wealth Advisors Group, LLC use?",
      "a": "Wealth Advisors Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Advisors Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291648"
    },
    {
      "q": "Does Wealth Advisors Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Wealth Advisors Group does not require a minimum to open an account.\""
    },
    {
      "q": "What changed in Wealth Advisors Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $215,907,000 to $278,484,000 (+29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 222381674.0,
      "total_employees": 2,
      "filing_date": "2021-02-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 150999755.0,
      "total_employees": 1,
      "filing_date": "2022-02-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 143334000.0,
      "total_employees": 2,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 178549000.0,
      "total_employees": 2,
      "filing_date": "2024-01-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 215907000.0,
      "total_employees": 2,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 278484000.0,
      "total_employees": 2,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $215,907,000 to $278,484,000 (+29%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $499,999",
        "rate": "1%"
      },
      {
        "band": "$500,000 to $999,999",
        "rate": "0.9%"
      },
      {
        "band": "$1,000,000 to $1,499,999",
        "rate": "0.8%"
      },
      {
        "band": "Above $1,500,000",
        "rate": "0.7%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $499,999: 1% a year",
          "$500,000 to $999,999: 0.9% a year",
          "$1,000,000 to $1,499,999: 0.8% a year",
          "Above $1,500,000: 0.7% a year"
        ],
        "quotes": [
          "Wealth Advisors Group charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Annual Fee Quarterly Fee Up to $499,999 1.0%",
          "$500,000 to $999,999 0.9% .225%",
          "$1,000,00 to $1,499,999 0.8% .200%",
          "Over $1,500,000 0.7% .175%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Wealth Advisors Group does not require a minimum to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 499999.0,
          "rate_pct": 1.0
        },
        {
          "min": 500000.0,
          "max": 999999.0,
          "rate_pct": 0.9
        },
        {
          "min": 1000000.0,
          "max": 1499999.0,
          "rate_pct": 0.8
        },
        {
          "min": 1500000.0,
          "max": null,
          "rate_pct": 0.7
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth Advisors Group charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Annual Fee Quarterly Fee Up to $499,999 1.0%",
      "$500,000 to $999,999 0.9% .225%",
      "$1,000,00 to $1,499,999 0.8% .200%",
      "Over $1,500,000 0.7% .175%",
      "Wealth Advisors Group does not require a minimum to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "TIAA-CREF Individual & Institutional Services, LLC",
      "name_as_filed": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-advisors-group-llc-coralville-ia-291648.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 182,
      "fewer_than_5": false,
      "raum": 65481000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 213003000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291648",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}