Wealth Advisors Of Iowa, Llc
- Regulatory AUM
- $539M
- Discretionary
- $539M
- Clients
- 550
- Avg AUM / client
- $981K
- Accounts
- 1,330
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 383 | $116M | 21.6% |
| High net worth individuals | 149 | $404M | 75.0% |
| Pension and profit sharing plans | 3 | $4.4M | 0.81% |
| Charitable organizations | 3 | $685K | 0.13% |
| Corporations and other businesses | 12 | $13.7M | 2.54% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mcclure Engineering Co. Retirement Plan Mcclure Engineering Co. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kellie Marie Masters | Chief Compliance Officer | CFP | Jan 2012 (15y) | Less than 5% |
| Jonathan Chapman Pearson | Member/Owner | Dec 2019 (7y) | ≈ 18.75% – 50% via Pearson Wealth Management, Llc | |
| Nicholas Battiste Capobianco | Member/Owner | CFP | Dec 2019 (7y) | ≈ 18.75% – 50% via Capobianco Wealth Management, Llc |
| Michael Edward Brinker | Registered representative | Jan 2012 (15y) | ||
| Brian K. Newton | Registered representative | Oct 2016 (10y) | ||
| David Allen Farnsworth | Registered representative | Feb 2019 (7y) | ||
| Nathan Thomas Beck | Registered representative | Jan 2022 (5y) | ||
| Nicholas Richard Finkenauer | Registered representative | Jan 2022 (5y) | ||
| Matthew Dennis Springer | Registered representative | Mar 2022 (4y) | ||
| Wendy Jo Moran | Registered representative | Feb 2023 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capobianco Wealth Management, Llc | Member | Dec 2019 | A | 25% – 50% |
| Pearson Wealth Management, Llc | Member | Dec 2019 | A | 25% – 50% |
| Mhcs Wealth Management, Llc | Member | Dec 2019 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan Chapman Pearson: 75% – 100% of Pearson Wealth Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Nicholas Battiste Capobianco: 75% – 100% of Capobianco Wealth Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mcclure Engineering Co. Retirement Plan | Mcclure Engineering Co. | 265 | $30.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- LPL Financial $355M (66% of AUM) Mar 2026
- Charles Schwab & Co. $185M (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗