IOWA WEALTH MANAGEMENT, LLC

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

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 Status	Approved
Firm CRD#	286435
SEC#	801-123613
Assets Managed by Firm	$112,218,663
No. of Clients	358
No. of Advisors	2

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 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

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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