WEALTH ADVISORS GROUP, LLC

CORALVILLE, Iowa·2 registered advisors·CRD# 291648
SEC# 801-1122810319-626-3589
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at WEALTH ADVISORS GROUP, LLC

2 registered advisors
Charles Thomas Puccio
CORALVILLE, Iowa
Jason Alan Dumont
CORALVILLE, Iowa
05

Office Locations

CORALVILLE, Iowa
2 advisors

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Data sourced from SEC Form ADV filings. WEALTH ADVISORS GROUP, LLC (CRD# 291648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.