SourcingSourcing

WEALTH ADVISORS GROUP, LLC

B52
CRD 291648·SEC 801-112281·CORALVILLE, IA
AUM
$278.5M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$835K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH ADVISORS GROUP, LLC
CRD
291648
SEC file #
801-112281
EIN
204922484
DBA names
—

Economics

AUM
$278.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$191.6M → $278.5M▲ +45%
Client mix
Individuals Other182
Individuals High Net Worth90

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CORALVILLE IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/wealthadvgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DUMONT, JASON, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DUMONT, JASON, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
48,583
Form 5500 Compensation Trajectory 3y
202548,583
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
48,583
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001548916
Edgar Registered
Yes
Edgar Filing Count
52
Edgar First Filing Date
2014-09-26
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
36
Edgar 13f Latest AUM Estimate
Filing Date2022-11-10
Accession0001548916-22-000005
Edgar Former Names
Strategic Wealth Advisors Group, LLC
Strategic Wealth Advisors Group,Inc.

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2585
Soi Zip Pct 200k Plus
0.0917
Soi Zip Returns 200k Plus
1,000
Soi Zip Total AGI
1,005,651
Fdic Zip Total Deposits
19,625,577,000
Fdic Zip Branch Count
299
Fdic Zip Top Banks
Hills Bank and Trust Company
West Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5700 W 112TH STREETSUITE 500OVERLAND PARK, KS 66211
Business
5700 W 112TH STREETSUITE 500OVERLAND PARK, KS 66211
Edgar EIN
204922484
Edgar Recent Filings
13F-NT2026-05-13 · 0001580642-26-003159
13F-NT2026-02-13 · 0001580642-26-001048
Fdic Zip Branches Raw
Hills Bank and Trust CompanyCoralville, IA
Iowa State Bank & Trust CompanyCoralville, IA
Fdic Zip HHI
2313.69
Fdic Zip Top Bank Share Pct
43.39
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,834
Returns2,690
Stub 2
AGI99,352
Returns2,710
Stub 3
AGI108,596
Returns1,780
Soi Zip Total Business Income
25,474
Soi Zip Total Cap Gains
60,298
Soi Zip Total Dividends
21,636
Soi Zip Total Returns
10,910
Top Owner CRD
2493241
Trust Company Affiliate
No

People (2)

2
DUMONT, JASON, ALAN
IAR · Direct Owner · 87.5%
2493241
MICHAEL J CONLON
IAR
7350567