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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 $346,194,031 assets under management, offering retirement planning & investment advisory services to 979 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115088 |
| SEC# | 801-118210 |
| Assets Managed by Firm | $346,194,031 |
| No. of Clients | 979 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commision Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 979 | $346,194,031 |
| Individuals (other than high net worth individuals) | 300 | $79,279,264 |
| High net worth individuals | 122 | $249,457,160 |
| Pension and profit sharing plans | 9 | $6,175,406 |
| Charitable organizations | Fewer than 5 clients | $356,939 |
| Corporations or other businesses | 10 | $10,925,262 |
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