4401 Westown Parkway
Suite 370
West Des Moines, Iowa 50266
Tel: 515-225-1924
IOWA WEALTH MANAGEMENT, LLC, formally registered with the SEC as IOWA WEALTH MANAGEMENT, LLC. The firm was established in 04/05/2022. They have over 1 offices throughout the country.
IOWA WEALTH MANAGEMENT, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $112,218,663 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286435 |
SEC# | 801-123613 |
Assets Managed by Firm | $112,218,663 |
No. of Clients | 358 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 358 | $112,218,663 |
Individuals (other than high net worth individuals) | 103 | $30,271,147 |
High net worth individuals | 35 | $69,930,455 |
Pension and profit sharing plans | Fewer than 5 clients | $228,639 |
Charitable organizations | Fewer than 5 clients | $8,451,382 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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