Wealth Advisors Of Iowa, LLC
Firm details
- Headquarters
- West Des Moines, Iowa
- CRD number
- 115088
- Registered since
- March 12, 2020
- Website
- waiowa.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI74.96%
- Individuals21.56%
- Corporations / Businesses2.54%
- Pension & Profit Sharing Plans0.81%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Advisors Of Iowa, LLC is an independent registered investment adviser formed as an LLC and operating since 2020. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that mixes discretionary portfolio management with financial planning and selection-of-adviser services. Its revenue model includes percentage-of-AUM fees plus the ability to charge hourly, fixed fees and commissions; the firm also operates as an insurance broker and runs educational seminars and workshops. The adviser does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Kellie Masters
Director of Financial Planning and Chief Compliance OfficerCRD 5398684
Contacts
3 of 9
Brian Newton
ShareholderCRD 6702150
David Farnsworth
Managing ShareholderCRD 7074340
Nicholas Capobianco
PartnerCRD 4558973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$536M in ETFs
77%
$413M
11%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $41.4M | 674,013 | 7.72% |
Location
West Des Moines, IA
Polk
Location
West Des Moines, IA
Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 1601 W West Lakes Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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