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Iwealth Financial LLC
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CRD # | 329980 |
SEC # | 801-129824 |
CIK # | |
AUM | $191.8 MM (2024-07-31) |
Employees | 7 (57% Investors, 57% Brokers) |
Phone | 507-835-9111 |
Address | 213 15th Avenue NE Waseca, MN 56093 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 439 | 91.1 |
(b) Individuals (high net worth individuals) | 47 | 93.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 4 | 1.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 5.4 |
(n) Other | 0 | 0.0 |
Total | 495 | 191.8 |
By Discretionary | ||
Discretionary | 495 | 191.8 |
Non-Discretionary | 0 | 0.0 |
Total | 495 | 191.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 191.8 | |
Total | 495 | 191.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Innova Advisors LLC
✚
|
FL | 0.2 |
Talisman Wealth Advisors LLC
✚
|
NJ | 0.2 |
Octavia Investments LLC
✚
|
NV | 0.2 |
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |
Prairie Rivers Investments LLC
✚
|
IL | 0.2 |
1492 Capital Management LLC
✚
|
WI | 0.2 |
Glass Wealth Management Co LLC
✚
|
TX | 0.2 |
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |
Wealth Management Group of North America LLC
✚
|
CT | 0.2 |
Teramo Advisors LLC
✚
|
FL | 0.2 |