| 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 |
Wealth Advisors of Iowa, LLC reports $453.1 million in regulatory assets under management on its Form ADV.
Wealth Advisors of Iowa, LLC reports 13 employees.
Wealth Advisors of Iowa, LLC is based in West des Moines, IA and has been SEC-registered since 2020.
Wealth Advisors of Iowa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $453.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $453.1M |