WEST DES MOINES, IACRD 115088Latest ADV March 19, 2026
Wealth Advisors of Iowa, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 19, 2026, reports $539M in regulatory assets under management, 12 employees, and 1,330 accounts.
Assets Under Management
$539M
Employees
12
Offices
--
Total Clients
550
Primary office
WEST DES MOINES, IA
1601 WEST LAKES PARKWAY, SUITE 200, WEST DES MOINES, IA, United States
Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
383
2
HNWI
27.1%
149
3
Corporations
2.2%
12
4
Pension Plans
0.5%
3
5
Charitable
0.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$539Mas of March 19, 2026
Discretionary100.0%
$539M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$539M
Total Accounts1,330
10Y AUM Change+$294M (+119.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee46:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.