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WEALTH ADVISORS OF IOWA, LLC

WEST DES MOINES, IA · CRD 115088 · IAPD ↗ · 515-200-7812

$539.4MRegulatory AUM
4Advisory reps
12Employees
28Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WEALTH ADVISORS OF IOWA, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — WEALTH ADVISORS OF IOWA, LLC crossed $500M in regulatory AUM ($453.1M -> $539.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — WEALTH ADVISORS OF IOWA, LLC shrank from 11 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2025 — WEALTH ADVISORS OF IOWA, LLC now reports custody of client assets ($88.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.