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WEALTH ADVISORS OF IOWA, LLC
WEST DES MOINES, IA
515-200-7812
SEC #801-118210Total AUM
$539.4M
Employees
12Clients
550Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1601 WEST LAKES PARKWAY
SUITE 200
WEST DES MOINES
IA 50266
United States
SUITE 200
WEST DES MOINES
IA 50266
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Monday - Friday
Phone
515-200-7812
Financials
Total AUM
$539.4M
Accounts
1,330Discretionary
$539.4M
Accounts
1,330Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
383AUM
$116.3M
HNW Individual Clients
149AUM
$404.4M
Pension/Profit Sharing Plan Clients
3AUM
$4.4M
Charitable Organization Clients
3AUM
$685.4K
Corporation or Business Clients
12AUM
$13.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
QUALIFIED PLAN ADVICE
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIAILKSLAMNMONETX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.