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| Wealth Advisors of Iowa LLC
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|---|---|
| CRD # | 115088 |
| SEC # | 801-118210 |
| CIK # | 0001803005 |
| AUM | $346.2 MM (2023-03-20) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 515-200-7812 |
| Address | 1601 West Lakes Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.1 | |
| MSFT | 1,918,222.4 | 1.5 | |
| CRM | 170,602.7 | 1.1 | |
| COST | 207,576.9 | 1.0 | |
| AMZN | 1,092,997.8 | 0.8 | |
| GOOG | 1,482,566.4 | 0.8 | |
| V | 419,260.5 | 0.6 | |
| ADBE | 172,760.2 | 0.6 | |
| DE | 94,490.3 | 0.6 | |
| DIS | 174,716.7 | 0.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 79.3 |
| (b) Individuals (high net worth individuals) | 122 | 249.5 |
| (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 | 6.2 |
| (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 | 10 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 979 | 346.2 |
| By Discretionary | ||
| Discretionary | 979 | 346.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 979 | 346.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.2 | |
| Total | 979 | 346.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803005] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principal Advised Services LLC
✚
|
IA | 0.4 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.4 |
|
White Pine Investment Company
✚
|
MI | 0.3 |
|
Rosecap Investment Advisors LLC
✚
|
CO | 0.3 |
|
Grove Street Fiduciary LLC
✚
|
NH | 0.3 |
|
IMS Capital Management Inc
✚
|
OR | 0.3 |
|
Guidance Point Advisors LLC
✚
|
MA | 0.3 |
|
Northern Capital Management Inc
✚
|
WA | 0.3 |
|
Cannon Tingey Investment Advisors Inc
✚
|
UT | 0.3 |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 0.3 |