← Back to searchVisit website
WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936 · SEC 801-121860
952 N. MAIN ST, SIOUX CENTER, IA, 51250, United States
Phone
7123950764
Fax
866-924-7478
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.2M
Discretionary AUM
$157.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $30.9M |
| High net worth individuals | 44 | $106.8M |
| Pension/profit sharing plans | 3 | $6.7M |
| Charitable organizations | 6 | $9.4M |
| Corporations/business entities | 6 | $3.4M |
States served
IA, TX
All web addresses on file
Official SEC filing: View on IAPD