# Wealth Advisors Group, LLC

> 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.

- CRD: 291648
- Filed as: WEALTH ADVISORS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coralville, IA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291648
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-advisors-group-llc-coralville-ia-291648

## Quick answers

**How is Wealth Advisors Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Advisors Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Wealth Advisors Group, LLC charge?**
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.

**Where is Wealth Advisors Group, LLC located?**
Wealth Advisors Group, LLC's principal office is in Coralville, IA, according to its Form ADV.

**Is Wealth Advisors Group, LLC registered with the SEC or a state?**
Wealth Advisors Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291648.

**How much does Wealth Advisors Group, LLC manage?**
Wealth Advisors Group, LLC reports $278,484,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Wealth Advisors Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Wealth Advisors Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (90).

**Which custodians does Wealth Advisors Group, LLC use?**
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.

**Does Wealth Advisors Group, LLC report any disciplinary disclosures?**
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

**Does Wealth Advisors Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Wealth Advisors Group does not require a minimum to open an account."

**What changed in Wealth Advisors Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $215,907,000 to $278,484,000 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- 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

> 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%

- Account minimum: None

> Wealth Advisors Group does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- TIAA-CREF Individual & Institutional Services, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $278,484,000
- Discretionary: $278,484,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 182 | $65,481,000 |
| High net worth individuals | 90 | $213,003,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IA, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthadvgroup.com
- LinkedIn @wealthadvgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $222,381,674 | 2 | February 24, 2021 |
| October 2022 | $150,999,755 | 1 | February 9, 2022 |
| October 2023 | $143,334,000 | 2 | June 29, 2023 |
| October 2024 | $178,549,000 | 2 | January 25, 2024 |
| October 2025 | $215,907,000 | 2 | March 3, 2025 |
| October 2026 | $278,484,000 | 2 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $215,907,000 to $278,484,000 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Advisors Group, LLC (CRD 291648): Form ADV filing data as of October 2026.