WEALTH ADVISORS OF IOWA, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Iowa, United States

Employees

Total Number of Employees	13
Investment Advisory/Research	11
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	11
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	471	$398.8M
Non-Discretionary	0	$0
Total	471	$398.8M

Clients

Type	Number	RAUM
Individuals	287	$95.4M
HNW Individuals	163	$282.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	9	$9.1M
Charitable organizations	<5	$406,534
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	11	$11.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	25
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsQUALIFIED PLAN ADVICE
Compensation	% of AUMHourly chargesFixed feesCommissions
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	393.8M

Portfolio Manager to Program	Sponsor
WEALTH ADVISORS OF IOWA WRAP FEE PROGRAM	WEALTH ADVISORS OF IOWA, LLC

Identifiers

SEC RIA File Number	801-118210
SEC ERA File Number	801-118210
SEC CIK Numbers	1803005
SEC CRD Numbers	115088
Legal Entity Identifier	None

Principal Office

1601 WEST LAKES PARKWAY
SUITE 200
WEST DES MOINES
IA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic