Wealth Advisors Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Advisors Group serves individual and high‑net‑worth clients, offering fee‑based asset management and related financial reviews. The firm reports managing about $278 million across roughly 270 client accounts and provides ongoing portfolio management under written advisory agreements.
Investment programs are customized to each client's goals, time horizon, and risk tolerance, with the firm typically operating under discretionary authority while allowing client‑imposed restrictions. Methodologies include technical and charting analysis alongside long‑term purchase and trading strategies, and accounts are reviewed at least quarterly or more often as conditions dictate.
Distinctive features include a relatively large asset base for a two‑advisor firm and an absence of a stated account minimum, which differs from many peers. The firm does not accept outside sales compensation for investment products, generally does not vote client proxies (clients receive and vote their own), and relies on custodial relationships with Charles Schwab and TIAA that provide institutional services and operational support.
Client services
Expertise
Fee options
$0 - $499,999: 1.0% annually $500,000 - $999,999: 0.9% annually $1,000,000 - $1,499,999: 0.8% annually $1,500,000+: 0.7% annually
Main office
2771 Oakdale Boulevard, Suite 4
Coralville IA 52241
Advisors at this office
2
Most active in
Colorado · Iowa · Louisiana · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael C
Series 65
Coralville, IA
Wealth Advisors Group, LLC
Michael Conlon is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Creative Planning, LLC, Wells Fargo Advisors, and American Century Investments, as well as work with the University of Iowa Center for Advancement. Wealth Advisors Group serves individual and high-net-worth clients, managing approximately $278 million across 270 accounts with customized investment programs tailored to client goals and risk tolerance. The firm employs a combination of technical analysis and long-term strategies, operates primarily under discretionary authority without account minimums, and maintains custodial relationships with Charles Schwab and TIAA.
Jason D
Series 63, Series 66
Coralville, IA
Wealth Advisors Group, LLC
Jason Dumont is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, with 32 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in several business ventures including ownership and management in convenience stores, land and residential development, and farming. Wealth Advisors Group serves individual and high-net-worth clients by providing fee-based asset management and financial reviews. The firm customizes investment programs to client goals and risk tolerance, typically manages accounts on a discretionary basis, and offers ongoing portfolio oversight with methods including technical analysis and long-term trading strategies.
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