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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) |
| Phone | 319-626-3589 |
| Address | 2771 Oakdale Boulevard, Coralville, IA 52241 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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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