Wealth Advisors Group LLC
Legal Name: WEALTH ADVISORS GROUP, LLC
Full Contact Details
Wealth Advisors Group LLC
2771 OAKDALE BOULEVARD,, SUITE 4, CORALVILLE, IA
319-626-3587
319-626-3591
Other Info
Wealth Advisors Group LLC, legally known as WEALTH ADVISORS GROUP, LLC, is an IA Limited Liability Company with two employees serving as advisors. Though the number of clients served is unknown, the firm's last reported SEC status is listed as Approved, with a registration date of Jan 10, 2018.
Direct Owners
-
CHARLES THOMAS PUCCIO
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE owns more than 50% but less than 75%
-
JASON ALAN DUMONT
MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE owns more than 50% but less than 75%
Top Holdings
- Apple Inc $15,427k
- ISHARES $12,531k
- SPDR S&P 500 ETF TR TR UNIT $10,947k
- Amazon.com Inc $10,178k
- ISHARES TR CORE S&P MCP ETF $9,467k
- ALPHABET INC $8,854k
- CISCO SYSTEMS INC $8,579k
- ISHARES TR CORE S&P SCP ETF $6,071k
- ISHARES TR CORE MSCI EAFE $6,030k
- SELECT SECTOR SPDR TR SBI INT-FINL $5,998k