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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) |
|---|
| CIK | Period |
|---|---|
| 0001803005 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 12.4 | ||
| Apple Inc | 2,382,844.0 | 3.8 | |
| Microsoft Corp | 1,918,222.4 | 2.2 | |
| Alphabet Inc | 1,482,566.4 | 1.9 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 1.8 | |
| Amazon Com Inc | 1,092,997.8 | 1.5 | |
| Nvidia Corp | 399,550.0 | 0.9 | |
| Lilly Eli & Co | 301,789.7 | 0.9 | |
| Salesforce Com Inc | 170,602.7 | 0.8 | |
| Caseys General Stores Inc | 7,081.0 | 0.8 | |
| VISA Inc | 419,260.5 | 0.7 | |
| Adobe Systems Inc | 172,760.2 | 0.6 | |
| J P Morgan Chase & Co | 340,169.2 | 0.6 | |
| Alliant Energy Corp | 14,554.7 | 0.6 | |
| Deere & Co | 94,490.3 | 0.5 | |
| Facebook Inc | 434,852.0 | 0.4 | |
| Walt Disney Co | 174,716.7 | 0.4 | |
| Marriott International Inc /MD/ | 45,393.0 | 0.4 | |
| Berkley W R Corp | 18,322.2 | 0.4 | |
| Procter & Gamble Co | 338,108.9 | 0.4 | |
| Chevron Corp | 294,604.1 | 0.3 | |
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| 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] |
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|---|---|---|
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.4 |
|
Ifrah Financial Services Inc
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AR | 0.4 |
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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 |
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Alta Wealth Advisors LLC
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MA | 0.4 |
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Brueske Advisory Services LLC
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WA | 0.4 |
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Jackson Square Capital LLC
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CA | 0.4 |