WATER VALLEY INVESTMENT ADVISORS, INC.
C48
CRD 116936·SEC 801-121860·SIOUX CENTER, IA
AUM
$157.2M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$472K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $105.0M
'23 · $105.0M
'25 · $141.2M
'26 · $157.2M
'22'26
$105.0M → $157.2M▲ +50%
Client mix
| Individuals Other | 108 |
| Individuals High Net Worth | 44 |
| Charitable Organizations | 6 |
| Corporations | 6 |
| Pension Profit Sharing Plans | 3 |
Operations
Advisory staff (5-yr trend)
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'22'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Peoples Bank and TrustSioux Center, IA
American State BankSioux Center, IA
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 9,678 |
| Returns | 820 |
Stub 2
| AGI | 26,159 |
| Returns | 690 |
Stub 3
| AGI | 34,002 |
| Returns | 550 |