Wealth Advisors of Iowa, LLC

Overview

Wealth Advisors of Iowa, LLC is an SEC registered investment adviser based in West Des Moines, IA, registered since 2012. It reports $539M in assets under management across 1,330 accounts, with 12 employees. It has 11 investment adviser representatives.

Reported AUM

$539M

Discretionary

100%

Accounts

1,330

Average account

$406K

Employees

12

Advisory reps

11

Registered since

2012

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Kellie Marie Masters Chief Compliance Officer CRD 5398684

Advisory reps 3 of 11

• Nathan Thomas Beck Investment Adviser Rep CRD 7484524
• Michael Edward Brinker Investment Adviser Rep CRD 5736866
• Nick B Capobianco Insurance Agent · Investment Adviser Rep CRD 4558973

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1601 W Lakes Pkwy Ste 200
West Des Moines, IA 50266

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: waiowa.com

Every state, with registration dates

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