|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisors of Iowa LLC
✚
|
|
|---|---|
| CRD # | 115088 |
| SEC # | 801-118210 |
| CIK # | 0001803005 |
| AUM | $453.1 M (2025-03-24) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 515-200-7812 |
| Address | 1601 West Lakes Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Microsoft Corp | 2.3 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 1.7 | ||
| Global MOFY Metaverse Ltd | 1.7 | ||
| Alphabet Inc | 1.3 | ||
| Caseys General Stores Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 105.5 |
| (b) Individuals (high net worth individuals) | 132 | 332.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 5.1 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,203 | 453.1 |
| By Discretionary | ||
| Discretionary | 1,203 | 453.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,203 | 453.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.1 | |
| Total | 1,203 | 453.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803005] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |
|
Persium Advisors LLC
✚
|
GA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |
|
Brueske Advisory Services LLC
✚
|
WA | 0.5 |
|
Aspire Private Capital LLC
✚
|
NC | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.5 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
|
Rosecap Investment Advisors LLC
✚
|
CO | 0.4 |