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| Wealth Advisors of Iowa LLC
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|---|---|
| CRD # | 115088 |
| SEC # | 801-118210 |
| CIK # | 0001803005 |
| AUM | 539.4 M (2026-03-19) |
| Employees | 12 (33% 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 | 5.3 | ||
| Deere & Co | 2.5 | ||
| Alphabet Inc | 2.1 | ||
| Global MOFY Metaverse Ltd | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Microsoft Corp | 1.9 | ||
| Caseys General Stores Inc | 1.8 | ||
| Nvidia Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 383 | 116.3 |
| (b) Individuals (high net worth individuals) | 149 | 404.4 |
| (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 | 3 | 4.4 |
| (h) Charitable organizations | 3 | 0.7 |
| (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 | 12 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,330 | 539.4 |
| By Discretionary | ||
| Discretionary | 1,330 | 539.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,330 | 539.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 539.4 | |
| Total | 1,330 | 539.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803005] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 28 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Golden Reserve Retirement LLC
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|
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WBI Investments LLC
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Mountain Hill Investment Partners
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The Capital Advisory Group Advisory Services LLC
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CA | 535.7 M |
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SPG Advisors LLC
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|
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|
Financial Innovations LLC
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|
National Wealth Management Group LLC
✚
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OH | 534.9 M |