Water Valley Investment Advisors, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$941K

Accounts

167

Employees

Advisory reps

Firm details

Headquarters: Sioux Center, Iowa
CRD number: 116936
Registered since: July 23, 2021
Website: wviainc.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM
Client types: HNWI67.96%
Individuals19.66%
Charitable Organizations5.99%
Pension & Profit Sharing Plans4.24%
Corporations / Businesses2.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Water Valley Investment Advisors, Inc. is an independent, SEC-registered investment adviser formed as a corporation and registered with the SEC in 2021. The firm is individually owned and manages assets for both individual and family clients as well as institutional clients. Its fee model is a percentage of assets under management, and its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not characterized as a capital allocator.