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IOWA WEALTH MANAGEMENT, LLC

4401 Westown Parkway
Suite 370
West Des Moines, Iowa 50266
Tel: 515-225-1924

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About IOWA WEALTH MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#286435
SEC#801-123613
Assets Managed by Firm$112,218,663
No. of Clients358
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total358$112,218,663
Individuals (other than high net worth individuals)103$30,271,147
High net worth individuals35$69,930,455
Pension and profit sharing plansFewer than 5 clients$228,639
Charitable organizationsFewer than 5 clients$8,451,382

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