Wealth Advisors Group provides portfolio management for individuals and small businesses.
Wealth Advisors Group reports 272 clients. They include 182 individual clients and 90 high-net-worth individuals. Of its assets, 100.0% ($278M across 1,201 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 24% |
| High-net-worth individuals | 33% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 182 | $65.5M | 23.5% | $360K |
| High-net-worth individuals | 90 | $213M | 76.5% | $2.37M |
| Total | 272 | $278M | 100% | $1.02M |
- Clients
- 182
- Regulatory AUM
- $65.5M
- AUM share
- 23.5%
- Avg. per client
- $360K
- Clients
- 90
- Regulatory AUM
- $213M
- AUM share
- 76.5%
- Avg. per client
- $2.37M
Total
- Clients
- 272
- Regulatory AUM
- $278M
- AUM share
- 100%
- Avg. per client
- $1.02M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Wealth Advisors Group charges 0.70%–1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.90% |
| $1M–$1.5M | 0.80% |
| $1.5M and above | 0.70% |
Fee details and sources
Jason Dumont owns 75% or more of Wealth Advisors Group. The leadership team of Wealth Advisors Group includes Chief Compliance Officer Jason Dumont. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Wealth Advisors Group, LLC
Jason Dumont
Control person · since January 2022
Wealth Advisors Group’s regulatory assets grew from $222M (February 2021) to $278M (March 2026); clients fell from 377 to 272 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $278M | 272 | 2 | 1 |
| Mar 2025March 2025 | $216M | 316 | 2 | 1 |
| Jan 2024January 2024 | $179M | 279 | 2 | 1 |
| Jun 2023June 2023 | $143M | 253 | 2 | 1 |
| Feb 2022February 2022 | $151M | 270 | 1 | 1 |
| Feb 2021February 2021 | $222M | 377 | 2 | 1 |
Besides its headquarters, Wealth Advisors Group has 0 offices, with 1 listed address in 1 state.
Iowa · 1 listed address
- 2771 Oakdale Boulevard,, Suite 4, CoralvilleHQ
Contact and registration details
- Legal name
- Wealth Advisors Group, LLC
- Headquarters
- 2771 Oakdale Boulevard,, Suite 4, Coralville, IA 52241
- Website
- wealthadvgroup.com
- Phone
- 319-626-3589
- SEC file
- 801-112281
- Founded
- 2017
- Structure
- Iowa LLC
- Fiscal year end
- December
Wealth Advisors Group’s named custodians for separately managed accounts are Tiaa-Cref Individual & Institutional Services ($165M, 59%) and Charles Schwab ($113M, 41%). Wealth Advisors Group does not have custody of client assets.
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $165M59%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $113M41%
At year end, Wealth Advisors Group’s separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks8%
- Funds91%
- Cash1%
How many clients does Wealth Advisors Group have?
Wealth Advisors Group has 272 clients and manages $278 million for them, as of March 2026. They include 182 individual clients and 90 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Wealth Advisors Group offer?
Wealth Advisors Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Advisors Group charge?
Wealth Advisors Group charges 0.70%–1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: FORM ADV2A, filed 27 March 2026
Which custodians does Wealth Advisors Group use?
Wealth Advisors Group’s separately managed account assets are held at Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $165M and Charles Schwab & Co., Inc. (Westlake, TX), with $113M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Wealth Advisors Group have?
Wealth Advisors Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Advisors Group invest in?
At the end of its last fiscal year, Wealth Advisors Group’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Advisors Group?
Wealth Advisors Group’s direct owner is Jason Dumont (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Wealth Advisors Group get paid?
Wealth Advisors Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Advisors Group?
Wealth Advisors Group’s main office is at 2771 Oakdale Boulevard,, Suite 4, Coralville, IA 52241. Its phone number is 319-626-3589. Its website is wealthadvgroup.com.