Wealth Advisors Group, Llc
- Regulatory AUM
- $278M
- Discretionary
- $278M
- Clients
- 272
- Avg AUM / client
- $1.0M
- Accounts
- 1,201
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 182 | $65.5M | 23.5% |
| High net worth individuals | 90 | $213M | 76.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Verinext Corp. 401(k) Retirement Plan Verinext Corp. | 2024 | |
| Energage Llc 401(k) Profit Sharing Plan And Trust Energage, Llc | 2024 | |
| The Judge Group, Inc., 401(k) Profit Sharing Plan The Judge Group, Inc. | 2024 | |
| Savana, Inc. 401(k) Retirement Plan Savana, Inc. | 2024 | |
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan And Trust Toledo Clinic, Inc. | 2024 | |
| Engage! Learning, Llc 401(k) Plan Engage! Learning, Llc | 2024 | |
| Brawner Builders 401(k) Plan Brawner Builders, Inc. | 2024 | |
| Principal Ease 401(k) Plan Principal Life Insurance Company | 2024 | |
| Veltri, Inc. 401(k) Savings Plan Veltri, Inc. | 2024 | |
| Capp Profit Sharing 401(k) Plan Capp Management Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Alan Dumont | Managing Member/Chief Compliance Officer | Jan 2018 (9y) | 75% or more | |
| Michael J Conlon | Registered representative | Jun 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Verinext Corp. 401(k) Retirement Plan | Verinext Corp. | 276 | $39.8M | 01/01/2024 |
| Energage Llc 401(k) Profit Sharing Plan And Trust | Energage, Llc | 136 | $10.9M | 01/01/2024 |
| The Judge Group, Inc., 401(k) Profit Sharing Plan | The Judge Group, Inc. | 2,273 | $86.2M | 01/01/2024 |
| Savana, Inc. 401(k) Retirement Plan | Savana, Inc. | 85 | $9.2M | 01/01/2024 |
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan And Trust | Toledo Clinic, Inc. | 1,520 | $261M | 01/01/2024 |
| Engage! Learning, Llc 401(k) Plan | Engage! Learning, Llc | 62 | $5.6M | 01/01/2024 |
| Brawner Builders 401(k) Plan | Brawner Builders, Inc. | 154 | $5.6M | 01/01/2024 |
| Principal Ease 401(k) Plan | Principal Life Insurance Company | 161,040 | $651M | 01/01/2024 |
| Veltri, Inc. 401(k) Savings Plan | Veltri, Inc. | 170 | $9.6M | 01/01/2024 |
| Capp Profit Sharing 401(k) Plan | Capp Management Llc | 80 | $7.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Tiaa Cref Individual & Institutional Services, Llc $165M (59% of AUM) Mar 2026
- Tiaa $115M (64% of AUM) Jan 2024
- Charles Schwab & Co. $113M (41% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗