Wealth Advisors Group LLC

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Wealth Advisors Group LLC
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
Phone319-626-3589
Address2771 Oakdale Boulevard,
Coralville, IA 52241
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002010201520212027
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 ($M)
4003202401608002011201620212027
AUM Breakdown Accounts AUM ($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)
ServesRetail
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