BUSBEE WEALTH ADVISORS LLC

BUSBEE WEALTH ADVISORS LLC of CEDAR RAPIDS, IA is an SEC-registered investment adviser (CRD 305784). Regulatory assets under management: $43.8M.

Registration

• CRD: 305784
• Type: Registered investment adviser
• Location: 1918 ST. ANDREWS CT. NE, CEDAR RAPIDS, IA, 52402
• Phone: 319-777-0808
• Latest filing: 2026-03-18
• Regulatory AUM: $43.8M
• Discretionary AUM: $43.8M
• Clients: 1
• Accounts: 201

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305784 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search