{
  "crd_number": 115088,
  "slug": "wealth-advisors-of-iowa-llc-west-des-moines-ia-115088",
  "primary_business_name": "WEALTH ADVISORS OF IOWA, LLC",
  "legal_name": "WEALTH ADVISORS OF IOWA, LLC",
  "dbas": [],
  "city": "West des Moines",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "19780",
  "metro": {
    "cbsa_code": "19780",
    "common_name": "Des Moines",
    "msa_name": "Des Moines-West Des Moines, IA",
    "path": "/advisors/ia/des-moines"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-03-12",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 539420935.0,
  "raum_discretionary": 539420935.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 685420.0,
      "count": 3
    },
    "individuals": {
      "raum": 116286244.0,
      "count": 383
    },
    "pension_profit_sharing": {
      "raum": 4371824.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 404356854.0,
      "count": 149
    },
    "corporations_other_businesses": {
      "raum": 13720593.0,
      "count": 12
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "KS",
    "LA",
    "MN",
    "MO",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/WealthAdvisorsOfIowa",
    "https://linkedin.com/company/wealth-advisors-of-iowa",
    "https://waiowa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115088",
  "city_as_filed": "WEST DES MOINES",
  "url": "https://advisorcensus.com/firm/wealth-advisors-of-iowa-llc-west-des-moines-ia-115088",
  "display_name": "Wealth Advisors of Iowa, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Wealth Advisors of Iowa, LLC (CRD 115088): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Advisors of Iowa, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Wealth Advisors of Iowa, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Wealth Advisors of Iowa, LLC located?",
      "a": "Wealth Advisors of Iowa, LLC's principal office is in West des Moines, IA, according to its Form ADV."
    },
    {
      "q": "Is Wealth Advisors of Iowa, LLC registered with the SEC or a state?",
      "a": "Wealth Advisors of Iowa, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 115088."
    },
    {
      "q": "How much does Wealth Advisors of Iowa, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Wealth Advisors of Iowa, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Wealth Advisors of Iowa, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Wealth Advisors of Iowa, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Wealth Advisors of Iowa, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Wealth Advisors of Iowa, LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 296750707.0,
      "total_employees": 6,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 344288245.0,
      "total_employees": 11,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 346194031.0,
      "total_employees": 12,
      "filing_date": "2023-05-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 398758245.0,
      "total_employees": 13,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 453096614.0,
      "total_employees": 13,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 539420935.0,
      "total_employees": 12,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $453,096,614 to $539,420,935 (+19%).",
        "Registered or notice-filed in KS."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $750 an hour (planning consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $750 an hour (planning consulting)"
        ],
        "quotes": [
          "Hourly Fee - Up to $750 an hour for planning consulting."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "planning consulting"
        }
      ]
    },
    "quotes": [
      "Hourly Fee - Up to $750 an hour for planning consulting."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-advisors-of-iowa-llc-west-des-moines-ia-115088.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 383,
      "fewer_than_5": false,
      "raum": 116286244.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 404356854.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 4371824.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 685420.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 13720593.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115088",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}