Overview
Assets Under Management: $231 million
Headquarters: WASECA, MN
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
IWEALTH FINANCIAL, 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 #329980), IWEALTH FINANCIAL, LLC is subject to fiduciary duty under federal law.
IWEALTH FINANCIAL, LLC is headquartered in WASECA, MN.
IWEALTH FINANCIAL, LLC serves 55 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, IWEALTH FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
IWEALTH FINANCIAL, LLC manages $231 million in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, IWEALTH FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 739
Discretionary Accounts: 739
Regulatory Filings
CRD Number: 329980
Filing ID: 1988627
Last Filing Date: 2025-05-12 11:39:00
Website: https://iwealth4me.com