WEALTH ADVISORS GROUP, LLC
CRD #291648 SEC #801-112281 CORALVILLE, IA 319-626-3589
SEC Registered
Total AUM
$215.9M
Discretionary
$215.9M
Employees
2
Clients
--
Accounts
787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $215.9M | $215.9M | $0 | 2 | 0 |
| Mar 2025 | $215.9M | $215.9M | $0 | 2 | 0 |
| Jan 2024 | $178.5M | $178.5M | $0 | 2 | 0 |
| Jan 2024 | $178.5M | $178.5M | $0 | 2 | 0 |
| Jan 2024 | $143.3M | $143.3M | $0 | 2 | 0 |
| Jun 2023 | $143.3M | $143.3M | $0 | 2 | 0 |
| Jun 2023 | $143.3M | $143.3M | $0 | 2 | 0 |
| Feb 2023 | $143.3M | $143.3M | $0 | 1 | 0 |
| Feb 2022 | $151M | $151M | $0 | 1 | 0 |
| Feb 2021 | $222.4M | $222.4M | $0 | 2 | 0 |
| May 2020 | $195.5M | $195.5M | $0 | 2 | 0 |
| Feb 2020 | $195.5M | $195.5M | $0 | 2 | 0 |
| Dec 2019 | $191.6M | $191.6M | $0 | 2 | 0 |
| Jan 2019 | $161.4M | $161.4M | $0 | 2 | 0 |
| Jun 2018 | $165.1M | $163.4M | $1.7M | 2 | 0 |
| Apr 2018 | $165.1M | $163.4M | $1.7M | 2 | 0 |
| Dec 2017 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$191.6M
Discretionary$191.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$165.1M
Discretionary$163.4M
Non-Disc.$1.7M
Employees2
Clients0
DateApr 2018
Total AUM$165.1M
Discretionary$163.4M
Non-Disc.$1.7M
Employees2
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0