Wealth Advisors Group, LLC

Wealth Advisors Group provides ongoing asset management to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio services and delivering initial evaluations (such as net worth statements and risk analyses) and periodic reviews to document goals, time horizons, and risk tolerance. The firm acts as an investment adviser but does not serve as custodian; custodians deliver account statements directly to clients.

Portfolios are typically managed under discretionary authority and tailored to each client’s stated objectives, with the firm accommodating client‑imposed restrictions where requested. Investment methods include routine fundamental information sources alongside technical and charting analysis, and strategies may include long‑term purchases and trading depending on client goals.

Distinctive features noted in the brochure include a small advisory team managing over $215 million in discretionary assets and a sole owner who is also the firm’s Chief Compliance Officer; the owner also conducts limited brokerage activity as a registered representative of an outside broker‑dealer and receives external compensation, a disclosed potential conflict of interest. The advisory entity does not sell insurance or annuities directly (insurance is offered by managing members in their individual capacities), and the firm generally does not vote client proxies, leaving voting to clients unless assistance is requested.