IOWA WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$124M

Discretionary

$123M

100% of AUM

Avg account

$329K

Accounts

377

Employees

Advisory reps

Firm details

Headquarters: WEST DES MOINES, Iowa
CRD number: 286435
Registered since: April 5, 2022
Website: www.iowawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI70.03%
Individuals21.67%
Charitable Organizations7.9%
Pension & Profit Sharing Plans0.33%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

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.