Overview
Assets Under Management: $453 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 132
Average Client Assets: $3 million
Frequently Asked Questions
WEALTH ADVISORS OF IOWA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115088), WEALTH ADVISORS OF IOWA, LLC is subject to fiduciary duty under federal law.
WEALTH ADVISORS OF IOWA, LLC is headquartered in WEST DES MOINES, IA.
WEALTH ADVISORS OF IOWA, LLC serves 132 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, WEALTH ADVISORS OF IOWA, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEALTH ADVISORS OF IOWA, LLC manages $453 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, WEALTH ADVISORS OF IOWA, LLC serves high-net-worth individuals. View client details ↓
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