Water Valley Investment Advisors, Inc.
● SEC registered since 2021CRD 116936SEC# 801-121860Sioux Center, IA
Reg. AUM
$157.2M
Employees
3
Accounts
167
Location
Sioux Center, IA
Water Valley Investment Advisors, Inc. assets under management
Water Valley Investment Advisors, Inc. is an SEC-registered investment adviser based in Sioux Center, IA. The firm has been registered since 2021. It reports $157.2 million in regulatory assets under management and employs 3 people.
Water Valley Investment Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Jay Gesink Control | Cco And President | Over 75% | 2025 |
Frequently asked questions
How much does Water Valley Investment Advisors, Inc. manage?
Water Valley Investment Advisors, Inc. reports $157.2 million in regulatory assets under management on its Form ADV.
How many employees does Water Valley Investment Advisors, Inc. have?
Water Valley Investment Advisors, Inc. reports 3 employees.
Where is Water Valley Investment Advisors, Inc. located?
Water Valley Investment Advisors, Inc. is based in Sioux Center, IA and has been SEC-registered since 2021.
Does Water Valley Investment Advisors, Inc. disclose fund performance?
Water Valley Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 952 N. Main St, Sioux Center, IA 51250 |
| Phone | 7123950764 |
| Fax | 866-924-7478 |
| Office hours | 8:30-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.2M▲ 11%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$157.2Mregulatory AUM
Discretionary $157.2M