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WATER VALLEY INVESTMENT ADVISORS, INC.

Advisory

N·SIOUX CENTER, IA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM
$157M
1-Year AUM Growth
+33.5%
3-Year CAGR
+6.4%
Employees
3
Assets Under Management
Total AUM$157M
Discretionary AUM$157M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients151
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingJun 24, 2021
Latest FilingJul 15, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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