# Busbee Wealth Advisors LLC

> Busbee Wealth Advisors LLC is a state-registered investment advisory firm in Cedar Rapids, IA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 305784
- Filed as: BUSBEE WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Rapids, IA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305784
- AdvisorCensus page: https://advisorcensus.com/firm/busbee-wealth-advisors-llc-cedar-rapids-ia-305784

## Quick answers

**How is Busbee Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Busbee Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Busbee Wealth Advisors LLC located?**
Busbee Wealth Advisors LLC's principal office is in Cedar Rapids, IA, according to its Form ADV.

**Is Busbee Wealth Advisors LLC registered with the SEC or a state?**
Busbee Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 305784.

**How much does Busbee Wealth Advisors LLC manage?**
Busbee Wealth Advisors LLC reports $43,788,494 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Busbee Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (26); charitable organizations (2).

**Does Busbee Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305784

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,788,494
- Discretionary: $43,788,494
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $18,115,091 |
| High net worth individuals | 26 | $25,334,264 |
| Charitable organizations | 2 | $339,139 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Busbee Wealth Advisors LLC (CRD 305784): Form ADV filing data as of October 2026.