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Wealth Advisors Group
Wealth Advisors Group was founded in 2017 and is headquartered in Coralville, Iowa. The firm operates as a registered investment advisor (RIA) serving...
Wealth Advisors Group
Wealth Advisors Group was founded in 2017 and is headquartered in Coralville, Iowa. The firm operates as a registered investment advisor (RIA) serving individuals and high-net-worth households across the United States. Its core services include asset management, financial planning, and portfolio construction. The firm's strategy centers on client-level wealth management rather than direct private-market investing. It constructs portfolios using traditional asset classes — equities, fixed income, and mutual funds — and emphasizes financial planning as the entry point to the client relationship. The firm does not disclose discrete private-market commitments or direct co-investment activity. The firm maintains a single location in Coralville, Iowa. Public disclosures do not include total assets under management, team headcount, or named investment principals. There are no known adjacent vehicles, philanthropic foundations, or external club memberships associated with the firm. As a Main Street RIA located outside major financial centers, Wealth Advisors Group's architecture is distinct from family offices that run concentrated operating-company wealth or multi-strategy direct-investment programs. Its regulatory posture as an SEC-registered advisor makes it a fiduciary to its clients, a structural commitment that separates it from broker-dealer models common among bank-affiliated wealth managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Wayne
Corporate office
Coralville, IA, United States
Frequently asked questions
Is Wealth Advisors Group a family office or a wealth management firm?
Wealth Advisors Group is a registered investment advisor (RIA), not a single-family office. It serves multiple individual and high-net-worth clients through financial planning and portfolio management services. The firm does not manage concentrated single-family wealth or operate a direct-investment vehicle.
Does the firm make direct private-market investments?
Public records do not indicate that Wealth Advisors Group engages in direct private-market investing, co-investments, or venture capital. Its stated services center on portfolio management, asset allocation, and financial planning using traditional public-market and managed-product vehicles.
Who makes investment decisions at Wealth Advisors Group?
The firm has not publicly disclosed named investment principals or a chief investment officer. Its Form ADV and regulatory filings would identify key personnel, but those details are not captured in current public summaries. The firm's investment committee structure, if any, is not publicly documented.
What is Wealth Advisors Group's fiduciary status?
As a registered investment advisor with the SEC, Wealth Advisors Group operates under a fiduciary standard. This means the firm is legally obligated to act in its clients' best interests, a structural distinction from broker-dealers who operate under a suitability standard.
What geographic market does Wealth Advisors Group primarily serve?
The firm is headquartered in Coralville, Iowa, and serves clients across the United States. Its physical presence is limited to Iowa, and it is not known to maintain additional offices or a multi-regional footprint. Its Midwest location shapes a client base drawn largely from that region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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