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

More Retirement Planning firms in West Des Moines, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

Explore More Retirement Advisors in West Des Moines, Iowa

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.