Data / Investment advisers / Iowa / Wealth Advisors Group, LLC
Wealth Advisors Group, LLC, Coralville, IA: $278 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealth Advisors Group, LLC is an SEC registered investment adviser with its main office in Coralville, Iowa and reports $278 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Wealth Advisors Group, LLC (CRD number 291648): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 291648
- SEC file number
- 801-112281
- SEC status
- Approved, effective January 10, 2018
- Main office
- 2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241
- Phone
- (319) 626-3589
- Regulatory AUM
- $278,484,000 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $278,484,000
- Accounts
- 1,201
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $213 million |
| Individuals (other than high net worth individuals) | 182 | $65.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $278.5 million | March 27, 2026 |
| December 1, 2025 | $215.9 million | March 3, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Weitzel Financial Services, Inc. | Dubuque | $327.8 million | Not listed | adviserinfo.sec.gov |
| Peterson Financial Group, Inc. | Des Moines | $299.2 million | Not listed | adviserinfo.sec.gov |
| Vivid Wealth Management, LLC | West des Moines | $290.9 million | Not listed | adviserinfo.sec.gov |
| Kane Company Wealth Management, Inc. | Johnston | $284.7 million | Not listed | adviserinfo.sec.gov |
| Paladin Wealth Partners | Clive | $279.8 million | Not listed | adviserinfo.sec.gov |
| Beacon Capital, LLC | Cedar Rapids | $278.3 million | Not listed | adviserinfo.sec.gov |
| Oasis Advisors | Forest City | $277.7 million | Not listed | adviserinfo.sec.gov |
| TFP Management, LLC | Bettendorf | $273 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealth Advisors Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.