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WEALTH ADVISORS OF IOWA, LLC

UUIDa5e0da14-9b63-5de6-93de-3d6f5f731b88
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 115088 115088 1.0
sec_file_number 801-118210 801-118210

Profile

Websitehttps://www.facebook.com/WealthAdvisorsOfIowa/
HQ CityWEST DES MOINES
HQ StateIA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)453,096,614.0
  • RAUM (discretionary)453,096,614.0
  • Actionable assets347,558,040.0
  • Accounts1,203.0

Institutional Clients

  • Government AUM
  • Pension AUM5,082,036.0
  • Charitable AUM345,477.0
  • HNW AUM332,687,402.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.