RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Iowa
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
DUMONT, JASON, ALANIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control
PUCCIO, CHARLES, THOMASIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVED Control

Registrations

Federal

IA
Dec 3, 2025 REGISTERED

Notice Filings (5)

CO IA LA NE TX

Address

2771 OAKDALE BOULEVARD,
SUITE 4
CORALVILLE, IA 52241
United States
Phone: 319-626-3589