Polson Wealth Management

RIASEC Registered

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$348K

Accounts

400

Employees

Advisory reps

Firm details

Headquarters: Des Moines, Iowa
CRD number: 342568
Registered since: June 5, 2026
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.93%
Individuals43.44%
Corporations / Businesses1.52%
Pension & Profit Sharing Plans1.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Polson Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2026. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory work includes selecting third-party managers for clients alongside direct portfolio management. Compensation methods include a percentage of assets under management plus hourly and fixed-fee engagements. The firm does not present itself as an ESG-focused manager and is not organized as a multi-state adviser. Its service mix reflects traditional wealth-management offerings rather than pension consulting or family-office-only services.