|
⚲
|
| Iowa Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 286435 |
| SEC # | 801-123613 |
| CIK # | |
| AUM | $123.9 M (2026-02-09) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 515-225-1924 |
| Address | 4601 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 26.9 |
| (b) Individuals (high net worth individuals) | 38 | 86.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 5 | 9.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 123.9 |
| By Discretionary | ||
| Discretionary | 374 | 123.4 |
| Non-Discretionary | 3 | 0.5 |
| Total | 377 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.9 | |
| Total | 377 | 123.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Konza Global Advisory LLC
✚
|
KS | 0.1 |
|
Seedsafe Financial LLC
✚
|
0.1 | |
|
44 North Capital LLC
✚
|
MN | 0.1 |
|
Axiom Wealth Strategies LLC
✚
|
OR | 0.1 |
|
APO Financial Services LLC
✚
|
CO | 0.1 |
|
Cardea Capital Advisors LLC
✚
|
FL | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
Kucharo Wealth LLC
✚
|
NC | 0.1 |
|
Candide Group LLC
✚
|
CA | 0.1 |
|
Q2 Wealth Management LLC
✚
|
KY | 0.1 |