Wealth Advisors of Iowa, LLC
● SEC registered since 2020CRD 115088SEC# 801-118210West des Moines, IA
Reg. AUM
$539.4M
Employees
12
Accounts
1,330
Location
West des Moines, IA
Wealth Advisors of Iowa, LLC assets under management
Wealth Advisors of Iowa, LLC is an SEC-registered investment adviser based in West des Moines, IA. The firm has been registered since 2020. It reports $539.4 million in regulatory assets under management and employs 12 people.
Wealth Advisors of Iowa, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capobianco Wealth Management, LLC Control | Member | 25-50% | 2019 |
| Kellie Marie Masters Control | Chief Compliance Officer | Under 5% | 2019 |
| Mhcs Wealth Management, LLC Control | Member | 10-25% | 2019 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealth Advisors of Iowa, LLC manage?
Wealth Advisors of Iowa, LLC reports $539.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Advisors of Iowa, LLC have?
Wealth Advisors of Iowa, LLC reports 12 employees.
Where is Wealth Advisors of Iowa, LLC located?
Wealth Advisors of Iowa, LLC is based in West des Moines, IA and has been SEC-registered since 2020.
Does Wealth Advisors of Iowa, LLC disclose fund performance?
Wealth Advisors of Iowa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1601 West Lakes Parkway, Suite 200, West des Moines, IA 50266 |
| Phone | 515-200-7812 |
| Fax | 515-236-5500 |
| Office hours | 8:30 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$539.4M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$539.4Mregulatory AUM
Discretionary $539.4M