Vw Advisors, LLC (West Des Moines)

Vw Advisors, LLC is a mid-sized advisory firm based in West Des Moines. It manages $42.09 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Iowa, Nebraska, and Texas.

Vw Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vw Advisors: assets under management

The assets under management (AUM) of Vw Advisors, LLC is $42.09 million. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.05 million in discretionary accounts and $5.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.68 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vw Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vw Advisors, LLC

Vw Advisors, LLC is owned by Douglas Dean Vander Weide. Dawn Dale Vanderweide joined the executive team most recently as the Chief Compliance Officer/Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dawn Dale Vanderweide	Managing member/chief compliance officer	1 Apr 2008	75% - 100%	2804652
Douglas Dean Vander Weide	Owner/chief compliance officer	1 Jun 2008	75% - 100%	2006093
Dawn Dale Vanderweide	Chief compliance officer/coo	1 Aug 2008	Other	2804652

Based in West Des Moines

The principal office where Vw Advisors, LLC performs its advisory services is located at 3408 Woodland Ave, West Des Moines, IA 50266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.