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IWEALTH

IWEALTH FINANCIAL, LLC

CRD 329980 · SEC 801-129824

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213 15TH AVENUE NE, WASECA, MN, 56093, United States

Phone

507-835-9111

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$311.6M

Discretionary AUM

$311.6M

Team

14 total employees; 5 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals647$148.3M
High net worth individuals67$156.6M

States served

AZ, IA, MN, NE, WI, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD