← Back to searchVisit website
WEALTH ADVISORS OF IOWA, LLC
CRD 115088 · SEC 801-118210
1601 WEST LAKES PARKWAY, SUITE 200, WEST DES MOINES, IA, 50266, United States
Phone
515-200-7812
Fax
515-236-5500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$539.4M
Discretionary AUM
$539.4M
Team
12 total employees; 4 advisory reps; 28 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsQUALIFIED PLAN ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 383 | $116.3M |
| High net worth individuals | 149 | $404.4M |
| Pension/profit sharing plans | 3 | $4.4M |
| Charitable organizations | 3 | $685K |
| Corporations/business entities | 12 | $13.7M |
States served
AZ, CA, CO, IL, IA, KS, LA, MN, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD