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| Keyboard |
| Iowa Wealth Management LLC
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|---|---|
| CRD # | 286435 |
| SEC # | 801-123613 |
| CIK # | |
| AUM | 123.9 M (2026-02-09) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
Cardea Capital Advisors LLC
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Peterson Financial Services LLC
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|
Kucharo Wealth LLC
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NC | 123.7 M |
|
Candide Group LLC
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CA | 123.6 M |
|
Q2 Wealth Management LLC
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KY | 123.5 M |