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BUSBEE WEALTH ADVISORS LLC

Advisory

CEDAR RAPIDS, IA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in IA
#149
of 154 advisers by AUM
Average account
$218K
across 201 accounts
AUM per adviser
$44M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$44M
Discretionary %
100%
Clients
112
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$44M
Discretionary AUM$44M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients112
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

GREENSTONE WEALTH MANAGEMENT, LLC
FOREST CITY, IA
$44M
SUCCESSFUL RESOURCE MANAGEMENT, LLC
JOHNSTON, IA
$43M
-31.2% 1Y
CLEARWEALTH
$44M
HJN ADVISORS, LLP
DES MOINES, IA
$45M
-64.8% 1Y
HART WEALTH MANAGEMENT LLC
WEST DES MOINES, IA
$46M
UNCOMMON WEALTH PARTNERS, LLC
ANKENY, IA
$47M

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