Wealth Advisors of Iowa is an investment advisor in West Des Moines with $346.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421478310
SEC advisor number
801-118210
FINRA CRD number
115088
AUM ?
$398.76 mm
(as of 22 Mar 24)
Accounts
471
(as of 22 Mar 24)
Employees
13
(11 investment advisory or research)
Address
Wealth Advisors of Iowa
1601 WEST LAKES PARKWAY
STE 200
WEST DES MOINES
IA 50266
1601 WEST LAKES PARKWAY
STE 200
WEST DES MOINES
IA 50266
Phone
5152007812
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22