# Wealth Advisors of Iowa

Wealth Advisors of Iowa is a Bank / Wealth / Trust based in West Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Des Moines, United States
- **Region:** North America
- **Address:** West Des Moines, IA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** waiowa.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-advisors-of-iowa

## Regulatory record

- **CRD number:** 115088
- **SEC file number:** 801-118210
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115088

## About

Wealth Advisors of Iowa was founded in 1998 in West Des Moines, embedding itself in the financial fabric of Iowa's largest metropolitan area. The firm's founding aligned with a period of consolidation among Midwestern banks and trust companies, creating space for independent RIAs to capture relationships from clients seeking continuity and local decision-making. Today it advises a mix of individual investors, high-net-worth households, and institutions, functioning as a fiduciary rather than a broker-dealer. The firm's investment approach reflects its name — advice first, with portfolio construction layered atop planning. It manages discretionary accounts, assembling diversified portfolios from mutual funds, exchange-traded funds, and individual securities across equity and fixed income. Its structure as an RIA means it earns fees directly from clients rather than commissions on product sales. Its structural identity is genuinely plain: an independent advisory firm in a market dominated by bank-affiliated wealth groups and national wirehouses. The firm's succession and ownership structure remain invisible to the public record, a common profile for closely held Midwestern RIAs.

## Questions

### Is Wealth Advisors of Iowa a fiduciary?

Yes. As a registered investment adviser, the firm is subject to a fiduciary duty to act in its clients' best interests. This contrasts with broker-dealer standards, which permit suitability-based recommendations. The firm's ADV filing confirms its RIA status and the associated fiduciary obligation.

### Does the firm manage money directly or outsource to third parties?

Wealth Advisors of Iowa constructs managed portfolios for clients, selecting from mutual funds, ETFs, and individual securities. As a fiduciary RIA, it exerts discretionary authority over client portfolios rather than simply recommending products. The firm does not advertise proprietary funds or separate accounts marketed nationally.

### Does the firm have a succession or ownership plan visible to clients?

No succession structure, ownership transition arrangement, or external partnership has been disclosed publicly. For an RIA approaching three decades in operation, the absence of visible succession planning is a practical due-diligence question for clients with multi-generational planning needs.

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Last updated: 2026-08-11T02:43:31.692Z

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