WEALTH ADVISORS OF IOWA, LLC
Firm details
- Headquarters
- WEST DES MOINES, Iowa
- CRD number
- 115088
- Registered since
- March 12, 2020
- Website
- waiowa.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI74.96%
- Individuals21.56%
- Corporations / Businesses2.54%
- Pension & Profit Sharing Plans0.81%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Advisors Of Iowa, LLC is an independent registered investment adviser that acts as a capital allocator for individual, family and institutional clients. The firm offers fee arrangements that include a percentage of assets under management, hourly and fixed fees, and commissions, and supplements advisory services with insurance brokerage. Core advisory activities are financial planning, portfolio management for individuals and small businesses, selection of outside managers, and investor education through seminars or workshops. The firm is not positioned as an ESG-focused manager and is organized as a limited liability company that registered with the SEC in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1KELLIE MASTERS
Director of Financial Planning and Chief Compliance OfficerCRD 5398684
Contacts
3 of 9Brian Newton
ShareholderCRD 6702150
David Farnsworth
Managing ShareholderCRD 7074340
NICHOLAS CAPOBIANCO
PartnerCRD 4558973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$446M in ETFs
76%
$339M
13%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $37.5M | 372,395 | 8.41% |
Location
WEST DES MOINES, IA
POLK
Location
WEST DES MOINES, IA
Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 1601 W West Lakes Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
RETIRERIGHT CONSULTING GROUP
RIAWEST DES MOINES, IA
LEGACY BRIDGE PRIVATE FAMILY OFFICES
RIAWEST DES MOINES, IA
VALIANT WEALTH, LLC
RIAWEST DES MOINES, IA
COMPASS FINANCIAL SERVICES
RIAWEST DES MOINES, IA
MIDWEST HERITAGE FINANCIAL ADVISORS
RIAWEST DES MOINES, IA
BOYLE CAPITAL
RIAWEST DES MOINES, IA