# WEALTH ADVISORS GROUP, LLC

WEALTH ADVISORS GROUP, LLC of CORALVILLE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 291648
- Type: SEC-registered investment adviser
- SEC file number: 801-112281
- Location: 2771 OAKDALE BOULEVARD,, SUITE 4, CORALVILLE, IA, 52241
- Phone: 319-626-3589
- Latest filing: 2026-03-27
- Regulatory AUM: $278.5M
- Discretionary AUM: $278.5M
- Clients: 2
- Accounts: 1,201

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jason Alan Dumont | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PUCCIO CHARLES THOMAS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| DUMONT JASON ALAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291648/similar
- Related entities: https://search.stillhousedata.com/firm/291648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291648

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.