Iowa Wealth Management, LLC

Overview

Iowa Wealth Management, LLC is an independent RIA focused on fee-based financial planning and discretionary portfolio management for individuals, families and small institutions. The firm runs client portfolios with an equity-first orientation, implementing strategies primarily through exchange-traded securities and separately managed accounts. Its advisory scope includes portfolio management for individuals and businesses, financial planning and educational seminars, and it charges clients via a percentage of assets under management and, for certain engagements, hourly fees. The firm is not an active ESG investor, does not act as a capital allocator, and does not provide pension consulting. Most of its discretionary activity suggests hands-on asset management for clients who prefer delegated portfolio authority, while hourly engagements accommodate planning or intermittent advice needs.

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Public Holdings

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Location & Offices