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BUSBEE WEALTH ADVISORS LLC
CRD 305784
1918 ST. ANDREWS CT. NE, CEDAR RAPIDS, IA, 52402, United States
Phone
319-777-0808
Fax
319-483-6418
Registration
— (—)
Source
State registered
Total AUM
$43.8M
Discretionary AUM
$43.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $18.1M |
| High net worth individuals | 26 | $25.3M |
| Charitable organizations | 2 | $339K |
Official SEC filing: View on IAPD