WEALTH ADVISORS OF IOWA, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $539.4M |
| Discretionary | $539.4M100% of AUM |
| Client Accounts | 1,330 |
| Avg Account Size | $406K |
| Employees | 12 |
| Peak AUM | $539.4MMar 2026 |
| AUM CAGR | +13.8% /yrover 6 yrs · 22 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $539M | +19.1% | +15.9% | +12.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $539.4M |
| Discretionary | $539.4M |
| Employees | 12 |
| Client Accounts | 1330 |
| Client Range | 1-10 |
Contact & Location
Address
1601 WEST LAKES PARKWAY
WEST DES MOINES IA 50266
Phone
515-200-7812
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$539M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution
Related Entities (Item 7)
Insurance Company