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IOWA WEALTH MANAGEMENT, LLC
CRD 286435 · SEC 801-123613
4601 WESTOWN PARKWAY, SUITE 210, WEST DES MOINES, IA, 50266, United States
Phone
515-225-1924
Fax
515-225-4067
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.9M
Discretionary AUM
$123.4M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $26.9M |
| High net worth individuals | 38 | $86.8M |
| Investment companies | 1 | $204 |
| Charitable organizations | 5 | $9.8M |
States served
IA, TX
All web addresses on file
Official SEC filing: View on IAPD