Overview
Assets Under Management: $124 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 38
Average Client Assets: $2.3 million
Frequently Asked Questions
IOWA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286435), IOWA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
IOWA WEALTH MANAGEMENT, LLC is headquartered in WEST DES MOINES, IA.
IOWA WEALTH MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, IOWA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
IOWA WEALTH MANAGEMENT, LLC manages $124 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, IOWA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.03%
Average Client Assets: $2.3 million
Total Client Accounts: 377
Discretionary Accounts: 374
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 286435
Filing ID: 2032486
Last Filing Date: 2026-02-09 09:29:03