WEALTH ADVISORS OF IOWA, LLC

1601 West Lakes Parkway
Suite 200
West Des Moines, Iowa 50266
Tel: 515-200-7812

About WEALTH ADVISORS OF IOWA, LLC

WEALTH ADVISORS OF IOWA, LLC, formally registered with the SEC as WEALTH ADVISORS OF IOWA, LLC. The firm was established in 03/12/2020. They have over 1 offices throughout the country.

WEALTH ADVISORS OF IOWA, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $398,758,245 assets under management, offering retirement planning & investment advisory services to 471 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115088
SEC#	801-118210
Assets Managed by Firm	$398,758,245
No. of Clients	471
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (QUALIFIED PLAN ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	471	$398,758,245
Individuals (other than high net worth individuals)	287	$95,386,489
High net worth individuals	163	$282,722,100
Pension and profit sharing plans	9	$9,081,956
Charitable organizations	Fewer than 5 clients	$406,534
Corporations or other businesses	11	$11,161,166

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