Overview
Assets Under Management: $453 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 132
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,203
Discretionary Accounts: 1,203
Regulatory Filings
CRD Number: 115088
Filing ID: 1947666
Last Filing Date: 2025-03-24 09:22:00
Website: https://waiowa.com