WEALTH ADVISORS OF IOWA, LLC

CRD 115088File 801-118210

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$539.4M

Above cohort median (national)

Discretionary AUM

$539.4M

Clients

550

1,330 accounts

Employees

Above cohort median in IA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 12, 2020
Principal office: 1601 WEST LAKES PARKWAY, SUITE 200, WEST DES MOINES, IA, 50266
Phone: 515-200-7812
Website: https://www.linkedin.com/company/wealth-advisors-of-iowa

Assets & accounts

ADV Item 5F

Total regulatory AUM: $539.4M
Discretionary AUM: $539.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,330
Non-discretionary accounts: 0
Total accounts: 1,330
AUM per client: $981K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$13.7M
Charitable organizations	3	$685K
High net worth individuals	149	$404.4M
Pension and profit sharing plans	3	$4.4M
Individuals (other than high net worth individuals)	383	$116.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.