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HART WEALTH MANAGEMENT
HART WEALTH MANAGEMENT LLC
CRD 338236
5550 WILD ROSE LANE, SUITE 400, WEST DES MOINES, IA, 50266, United States
Phone
5152298722
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.5M
Discretionary AUM
$46.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.5M |
| High net worth individuals | 13 | $43.9M |
All web addresses on file
Official SEC filing: View on IAPD