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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERS, KELLIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| CAPOBIANCO WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| PEARSON WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MHCS WEALTH MANAGEMENT, LLC | DE | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| CAPOBIANCO, NICHOLAS, BATTISTE | I | CAPOBIANCO WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| PEARSON, JONATHAN, CHAPMAN | I | PEARSON WEALTH MANAGEMENT, LLC | E | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| BRINKER, MICHAEL, EDWARD | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Farnsworth, David, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Newton, Brian, K. | I | MHCS WEALTH MANAGEMENT, LLC | C | Control |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C | |
| Schwarz, Daniel, Allen | I | MHCS WEALTH MANAGEMENT, LLC | C |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL IA IL LA MN MO NE TX
Address
1601 WEST LAKES PARKWAYSUITE 200
WEST DES MOINES, IA 50266
United States
Phone: 515-200-7812