Wealth Advisors Group, LLC

Overview

Wealth Advisors Group, LLC is a fee-based advisory firm focused on portfolio management for individual and family clients, including small business owners. The firm operates as a limited liability company and runs its advisory business on a percentage-of-AUM fee model. Its stated practice emphasizes managed portfolios built mainly from pooled public vehicles rather than direct-stock concentration or active ESG-screened strategies; the firm is not identified as an active ESG investor. Investment activity centers on traditional wealth-management solutions: diversified mutual fund and public-fund allocations, supplemented by annuities where appropriate and selected third-party alternative exposure. The firm does not position itself as a multi-state adviser or pension consultant and reports no related-adviser or capital-allocator designation. Client work is discretionary portfolio management, which accounts for the firm’s entire reported AUM.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices