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KANE COMPANY WEALTH MANAGEMENT, INC.
CRD 115756 · SEC 801-117373
8831 THOMAS AVENUE, SUITE 200, JOHNSTON, IA, 50131-8005, United States
Phone
515-270-2727
Fax
515-270-1509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.7M
Discretionary AUM
$283.5M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $41.2M |
| High net worth individuals | 78 | $241.3M |
States served
CA, IA, MN, NE, TX
All web addresses on file
Official SEC filing: View on IAPD