IOWA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$123,925,708
Discretionary
$123,425,403
Non-discretionary
$500,305
Firm details
- CRD number
- 286435
- SEC file number
- 801-123613
- Main office
- WEST DES MOINES, IA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.IOWAWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.