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| Iwealth Financial LLC
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|
|---|---|
| CRD # | 329980 |
| SEC # | 801-129824 |
| CIK # | |
| AUM | $230.7 M (2025-05-12) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 507-835-9111 |
| Address | 213 15th Avenue NE Waseca, MN 56093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 676 | 118.6 |
| (b) Individuals (high net worth individuals) | 55 | 104.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 739 | 230.7 |
| By Discretionary | ||
| Discretionary | 739 | 230.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 739 | 230.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.7 | |
| Total | 739 | 230.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |
|
KOA Wealth Management LLC
✚
|
0.2 | |
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Atlatl Advisers LLC
✚
|
WI | 0.2 |