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| Wealth Advisors Group LLC
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| CRD # | 291648 |
| SEC # | 801-112281 |
| CIK # | 0002022637, 0001462525, 0001806580, 0001787027 |
| AUM | 278.5 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 319-626-3589 |
| Address | 2771 Oakdale Boulevard, Coralville, IA 52241 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
ASSET MANAGEMENT
Wealth Advisors Group offers direct asset management services to advisory Clients. Wealth
Advisors Group charges an annual investment advisory fee based on the total assets under
management as follows:
Assets Under Management Annual Fee Quarterly Fee
Up to $499,999 1.0% .250%
$500,000 to $999,999 0.9% .225%
$1,000,00 to $1,499,999 0.8% .200%
Over $1,500,000 0.7% .175%
This is a tiered or breakpoint fee schedule, the entire portfolio is charged the same asset
management fee. For example, a Client with $750,000 under management would pay
$6,750 on an annual basis. $750,000 x 0.9% = $6,750.
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship,
type of assets, anticipated future earning capacity, anticipated future additional assets,
dollar amounts of assets to be managed, related accounts, account composition,
negotiations with Clients, etc.).
Fees are billed quarterly in arrears based on the amount of assets managed as of the close
of business on the last business day of the previous quarter. Lower fees for comparable
services may be available from other sources. Clients may terminate their account within
five (5) business days of signing the Investment Advisory Agreement with no obligation
and without penalty. Clients may terminate advisory services with thirty (30) days written
notice. For accounts opened or closed mid-billing period, any unpaid earned fees will be
due to Wealth Advisors Group. Client shall be given thirty (30) days prior written notice of
any increase in fees. Any increase in fees will be acknowledged in writing by both parties
before any increase in said fees occurs.
Client Payment of Fees
Investment management fees are billed quarterly in arrears, meaning that we invoice you
after the billing period. Fees are usually deducted from a designated Client account to
facilitate billing. The Client must consent in advance to direct debiting of their investment
account.
Wealth Advisors Group, in its sole discretion, may charge a lesser investment advisory fee
based upon certain criteria (e.g., historical relationship, type of assets, anticipated future
earning capacity, anticipated future additional assets, dollar amounts of assets to be
managed, related accounts, account composition, negotiations with Clients, etc.).
Additional Client Fees Charged
Custodians may charge transaction fees on purchases or sales of certain mutual funds,
equities, and exchange-traded funds. These charges may include mutual fund transaction
fees, postage and handling and miscellaneous fees.
For more details on the brokerage practices, see Item 12 of this brochure.
Prepayment of Client Fees
Wealth Advisors Group does not require any prepayment of fees of more than $1200 per
Client and six months or more in advance.
Outside Compensation for the Sale of Securities to Clients
Neither Wealth Advisors Group nor its supervised persons accept any compensation for the
sale of securities or other investment products, including asset-based sales charges or
service fees from the sale of mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 7: Types of Clients Description Wealth Advisors Group generally provides investment advice to individuals and high net worth individuals. Client relationships vary in scope and length of service. Account Minimums Wealth Advisors Group does not require a minimum to open an account. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 56.1 | ||
| Archer Daniels Midland Co | 11.1 | ||
| Nike Inc | 9.9 | ||
| Currencyshares Japanese YEN Trust | 6.6 | ||
| Delcath Systems Inc | 5.5 | ||
| AT&T Inc | 4.6 | ||
| Deckers Outdoor Corp | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 65.5 |
| (b) Individuals (high net worth individuals) | 90 | 213.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,201 | 278.5 |
| By Discretionary | ||
| Discretionary | 1,201 | 278.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,201 | 278.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.5 | |
| Total | 1,201 | 278.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001462525] | |
| SC 13G | [0001462525] | |
| 13F-HR | [0001787027] | |
| 13F-HR | [0001806580] | |
| 13F-HR | [0002022637] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Private Wealth Advisors Inc | AEHR Test Systems | [2014-02-11] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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