Iwealth Financial LLC

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Assets, Funds, Holdings

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Iwealth Financial LLC
CRD #329980
SEC #801-129824
CIK #
AUM $191.8 MM (2024-07-31)
Employees 7 (57% Investors, 57% Brokers)
Phone507-835-9111
Address213 15th Avenue NE
Waseca, MN 56093
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
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
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NJ 0.2
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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
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Lake Tahoe Wealth Management Inc
CA 0.2
Wealth Management Group of North America LLC
CT 0.2
Teramo Advisors LLC
FL 0.2
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