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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 515 223-6068 or by fax 515-223-6181. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.