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| Wealth Advisors of Iowa LLC
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| |
|---|---|
| CRD # | 115088 |
| SEC # | 801-118210 |
| CIK # | 0001803005 |
| AUM | $398.8 MM (2024-03-22) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 515-200-7812 |
| Address | 1601 West Lakes Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 12.4 | ||
| AAPL | 2,382,844.0 | 3.8 | |
| MSFT | 1,918,222.4 | 2.2 | |
| GOOG | 1,482,566.4 | 1.9 | |
| COST | 207,576.9 | 1.8 | |
| AMZN | 1,092,997.8 | 1.5 | |
| NVDA | 399,550.0 | 0.9 | |
| LLY | 301,789.7 | 0.9 | |
| CRM | 170,602.7 | 0.8 | |
| CASY | 7,081.0 | 0.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 95.4 |
| (b) Individuals (high net worth individuals) | 163 | 282.7 |
| (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 | 9 | 9.1 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 11 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 398.8 |
| By Discretionary | ||
| Discretionary | 471 | 398.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 471 | 398.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.8 | |
| Total | 471 | 398.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803005] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.4 |
|
Ifrah Financial Services Inc
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AR | 0.4 |
|
Harbor Advisory Corporation
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NH | 0.4 |
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Cloud Capital LLC
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OK | 0.4 |
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Savvy Advisors Inc
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NY | 0.4 |
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Cypress Capital LLC
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TN | 0.4 |
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SPG Advisors LLC
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WA | 0.4 |
|
Alta Wealth Advisors LLC
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MA | 0.4 |
|
Brueske Advisory Services LLC
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|
WA | 0.4 |
|
Jackson Square Capital LLC
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CA | 0.4 |