IWEALTH

Overview

Iwealth is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm blends discretionary portfolio management with financial planning and consulting services for both individuals and small businesses, and it also provides pension consulting and selection-of-other-adviser services. Iwealth operates with a mixed fee model—percentage of assets under management plus hourly and fixed-fee arrangements—allowing flexibility for varied client relationships. The firm maintains broker-dealer and insurance-broker activity alongside its advisory practice, which suggests advisors retain securities-licensing and insurance capabilities to deliver integrated wealth planning and product access. Iwealth does not identify as an active ESG investor and reports that it is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices