Cedar Valley Wealth Advisors

Overview

Cedar Valley Wealth Advisors is an SEC registered investment adviser based in Cedar Falls, IA, registered since 2018. It reports $173M in assets under management across 293 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$173M

Discretionary

100%

Accounts

293

Average account

$589K

Employees

3

Advisory reps

3

Registered since

2018

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Karla Renee Hoppes Chief Compliance Officer, Managing Member CRD 4581702
• Robert Micheal Heaton Member CRD 1674580

Advisory reps 3 of 3

• Robert Micheal Heaton Investment Adviser Rep CRD 1674580
• Jake Robert Hoppes Investment Adviser Rep CRD 7976903
• Karla Renee Hoppes Investment Adviser Rep CRD 4581702

Location

Headquarters

411 Viking Rd Ste A
Cedar Falls, IA 50613

County

Black Hawk

Metro area

Waterloo-Cedar Falls, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: cedarvalleywealth.com

Every state, with registration dates

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