Wealth Advisors Group, LLC logo

Wealth Advisors Group, LLC

Updated today

Client assets under management

$278,484,000

Clients

272

33% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

136

Very High

Average account size

$1,023,838

About

Wealth Advisors Group serves individual and high‑net‑worth clients, offering fee‑based asset management and related financial reviews. The firm reports managing about $278 million across roughly 270 client accounts and provides ongoing portfolio management under written advisory agreements.

Investment programs are customized to each client's goals, time horizon, and risk tolerance, with the firm typically operating under discretionary authority while allowing client‑imposed restrictions. Methodologies include technical and charting analysis alongside long‑term purchase and trading strategies, and accounts are reviewed at least quarterly or more often as conditions dictate.

Distinctive features include a relatively large asset base for a two‑advisor firm and an absence of a stated account minimum, which differs from many peers. The firm does not accept outside sales compensation for investment products, generally does not vote client proxies (clients receive and vote their own), and relies on custodial relationships with Charles Schwab and TIAA that provide institutional services and operational support.

Client services

Portfolio management

Expertise

ESG / Sustainable investing

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Fee options

Percentage

$0 - $499,999: 1.0% annually $500,000 - $999,999: 0.9% annually $1,000,000 - $1,499,999: 0.8% annually $1,500,000+: 0.7% annually

Main office location

Wealth Advisors Group, LLC

2771 Oakdale Boulevard,, Suite 4

Coralville IA 52241, United States

Number of offices

1

Most active in

Colorado · Iowa · Louisiana · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael C

Series 65

Coralville, IA

Wealth Advisors Group, LLC

Michael Conlon is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Wealth Advisors Group, LLC and has prior experience at Creative Planning, Wells Fargo Advisors, and American Century Investments. Before entering the financial industry, he held roles at the University of Iowa and Regina Catholic Jr/Sr High School. Wealth Advisors Group provides asset management services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management tailored to client objectives. The firm combines fundamental and technical analysis and manages over $215 million in discretionary assets.

ESG / Sustainable investing
user avatar

Jason D

Series 63, Series 66

Coralville, IA

Wealth Advisors Group, LLC

Jason Dumont is a financial advisor with Wealth Advisors Group, LLC in Coralville, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been involved in multiple business ventures including land development, residential housing, farming, and owning a convenience store. Dumont also maintains active roles in several real estate and agricultural enterprises alongside his advisory work. Wealth Advisors Group provides ongoing asset management to individuals and high-net-worth clients through discretionary and non-discretionary portfolio services tailored to client objectives. The firm employs fundamental and technical analysis in its investment approach and manages over $215 million in discretionary assets with a small advisory team.

ESG / Sustainable investing
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