WEALTH ADVISORS OF IOWA, LLC
CRD #115088 SEC #801-118210 WEST DES MOINES, IA 515-200-7812
SEC Registered
Total AUM
$453.1M
Discretionary
$453.1M
Employees
13
Clients
10
Accounts
1,203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $453.1M | $453.1M | $0 | 13 | 7 |
| Mar 2024 | $398.8M | $398.8M | $0 | 13 | 25 |
| Oct 2023 | $346.2M | $346.2M | $0 | 12 | 23 |
| May 2023 | $346.2M | $346.2M | $0 | 12 | 23 |
| Apr 2023 | $346.2M | $346.2M | $0 | 12 | 23 |
| Mar 2023 | $346.2M | $346.2M | $0 | 12 | 23 |
| Sep 2022 | $344.3M | $344.3M | $0 | 11 | 22 |
| Jul 2022 | $344.3M | $344.3M | $0 | 11 | 22 |
| Mar 2022 | $344.3M | $344.3M | $0 | 11 | 22 |
| Mar 2022 | $344.3M | $344.3M | $0 | 11 | 22 |
| Oct 2021 | $296.8M | $296.8M | $0 | 6 | 7 |
| Aug 2021 | $296.8M | $296.8M | $0 | 6 | 7 |
| Apr 2021 | $296.8M | $296.8M | $0 | 6 | 7 |
| Mar 2021 | $296.8M | $296.8M | $0 | 6 | 7 |
| Sep 2020 | $245.4M | $245.4M | $0 | 7 | 5 |
| Jun 2020 | $245.4M | $245.4M | $0 | 7 | 5 |
| Feb 2020 | $245.4M | $245.4M | $0 | 7 | 5 |
DateMar 2025
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees13
Clients7
DateMar 2024
Total AUM$398.8M
Discretionary$398.8M
Non-Disc.$0
Employees13
Clients25
DateOct 2023
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees12
Clients23
DateMay 2023
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees12
Clients23
DateApr 2023
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees12
Clients23
DateMar 2023
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees12
Clients23
DateSep 2022
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees11
Clients22
DateJul 2022
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees11
Clients22
DateMar 2022
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees11
Clients22
DateMar 2022
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees11
Clients22
DateOct 2021
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees6
Clients7
DateAug 2021
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees6
Clients7
DateApr 2021
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees6
Clients7
DateMar 2021
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees6
Clients7
DateSep 2020
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees7
Clients5
DateJun 2020
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees7
Clients5
DateFeb 2020
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees7
Clients5