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Wealth Advisors of Iowa, LLC

West des Moines, IASEC-registered investment adviserCRD 115088

Filed as WEALTH ADVISORS OF IOWA, LLC

Wealth Advisors of Iowa, LLC is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

6 years
registered since 2020
$539,420,935
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Wealth Advisors of Iowa, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Wealth Advisors of Iowa, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

How much does Wealth Advisors of Iowa, LLC charge?

Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $750 an hour (planning consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Wealth Advisors of Iowa, LLC located?

Wealth Advisors of Iowa, LLC's principal office is in West des Moines, IA, according to its Form ADV.

Is Wealth Advisors of Iowa, LLC registered with the SEC or a state?

Wealth Advisors of Iowa, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 115088.

How much does Wealth Advisors of Iowa, LLC manage?

Wealth Advisors of Iowa, LLC reports $539,420,935 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

How have Wealth Advisors of Iowa, LLC's assets and staff changed since 2021?

In the Form ADV data for Wealth Advisors of Iowa, LLC: Regulatory assets under management: $296,750,707 in the October 2021 data and $539,420,935 in the October 2026 data, up 82%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Wealth Advisors of Iowa, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (383); high net worth individuals (149); corporations or other businesses not listed above (12).

Which custodians does Wealth Advisors of Iowa, LLC use?

Wealth Advisors of Iowa, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

Does Wealth Advisors of Iowa, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115088

What changed in Wealth Advisors of Iowa, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $453,096,614 to $539,420,935 (+19%). Registered or notice-filed in KS.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $750 an hour (planning consulting)

The brochure's wording
Hourly Fee - Up to $750 an hour for planning consulting.

As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$539,420,935

$539,420,935 as of October 2026, filing dated March 19, 2026.

Discretionary: $539,420,935.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 383 Assets $116,286,244 (22%)
High net worth individuals
Clients 149 Assets $404,356,854 (75%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 3 Assets $4,371,824 (1%)
Charitable organizations
Clients 3 Assets $685,420 (0%)
Corporations or other businesses not listed above
Clients 12 Assets $13,720,593 (3%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2020 (6 years)
Employees
Total: 12. Performing investment advisory functions: 4.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
12 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$297M 2021 $344M 2022 $346M 2023 $399M 2024 $453M 2025 $539M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$539,420,93512March 19, 2026
October 2025$453,096,61413March 24, 2025
October 2024$398,758,24513March 22, 2024
October 2023$346,194,03112May 22, 2023
October 2022$344,288,24511September 19, 2022
October 2021$296,750,7076August 19, 2021

Regulatory assets under management: $296,750,707 in the October 2021 data and $539,420,935 in the October 2026 data, up 82%.

Total employees: 6 in October 2021 and 12 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $453,096,614 to $539,420,935 (+19%).
    • Registered or notice-filed in KS.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
waiowa.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Wealth Advisors of Iowa, LLC (CRD 115088): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/wealth-advisors-of-iowa-llc-west-des-moines-ia-115088