Investment adviser · CRD 146322
DES MOINES INVESTMENTS, LLC
Investment adviser filing (IA)
DES MOINES, IA, United States · Form ADV filed Jun 17, 2026
- Regulatory AUM
- $246M Form ADV · Item 5.F
- Client accounts
- 1,497 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 625 | $146,000,000 | 59.3% |
| High-net-worth individuals | 75 | $100,000,000 | 40.7% |
Filing source
Form ADV 2111631 · Jun 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 17, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2 EAST ARMY POST RD, SUITE 2DES MOINES, IA, 50315-5821, United States
CRD 146322
Filing source
Form ADV 2111631 · Jun 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.