Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Advisors of Iowa, LLC

    Registered investment advisor · West Des Moines, Iowa · CRD #115088

    Assets Under Management
    $539M
    Client Accounts
    1,330
    Employees
    12
    CRD Number
    115088
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Advisors of Iowa, LLC

    Wealth Advisors of Iowa, LLC is a financial services company specializing in financial planning, retirement benefit plans, and wealth management for individuals, families, and businesses across the United States. They also offer investment advice and are registered as both a broker-dealer and insurance broker/agent.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Advisors of Iowa, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wealth Advisors of Iowa, LLC's AUM?

    Wealth Advisors of Iowa, LLC reports approximately $539M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Advisors of Iowa, LLC headquartered?

    Wealth Advisors of Iowa, LLC is headquartered in West Des Moines, Iowa.

    What is Wealth Advisors of Iowa, LLC's CRD number?

    Wealth Advisors of Iowa, LLC's CRD number is 115088. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Advisors of Iowa, LLC manage?

    Wealth Advisors of Iowa, LLC manages approximately 1,330 client accounts according to its latest SEC filing.

    Is Wealth Advisors of Iowa, LLC SEC registered?

    Yes, Wealth Advisors of Iowa, LLC is registered with the SEC as an investment adviser with an approved registration status.

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