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PIRA WEALTH MANAGEMENT
PIRA WEALTH MANAGEMENT LLC
CRD 311967
250 12TH AVE STE 150, CORALVILLE, IA, 52241, United States
Phone
319-382-6486
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.5M
Discretionary AUM
$3.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $3.5M |
All web addresses on file
- https://www.linkedin.com/company/pirawealthmanagement
- https://www.facebook.com/Pira-Wealth-Management-101068908209702/
- https://www.facebook.com/Pira-Wealth-106618241230863/
- https://www.pirawealth.com
- https://www.linkedin.com/company/pirawealth
- https://www.youtube.com/@KevinPiraCFP
- https://www.tiktok.com/@kevinpiracfp
Official SEC filing: View on IAPD