IWEALTH FINANCIAL, LLC
Doing business as IWEALTH. SEC Form ADV profile.
Total regulatory AUM
$311,606,497
Discretionary
$311,606,497
Non-discretionary
$0
Firm details
- CRD number
- 329980
- SEC file number
- 801-129824
- Main office
- WASECA, MN, United States
- Employees
- 14
- SEC status
- Approved
- Website
- HTTPS://X.COM/IWEALTH4ME
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.