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Building 2IOWA WEALTH MANAGEMENT, LLC

Map pinWEST DES MOINES, IA
Phone515-225-1924
NotebookSEC #801-123613
Total AUM
$123.9M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4601 WESTOWN PARKWAY
SUITE 210
WEST DES MOINES
IA 50266
United States
Operating Hours
8-5
Monday - Friday
Phone
515-225-1924

ReceiptFinancials

Total AUM
$123.9M
Accounts
377
Discretionary
$123.4M
Accounts
374
Non-Discretionary
$500.3K
Accounts
3

ContactClients

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Individual Clients
98
AUM
$26.9M
HNW Individual Clients
38
AUM
$86.8M
Investment Company Clients
1
AUM
$204
Pension/Profit Sharing Plan Clients
1
AUM
$409.1K
Charitable Organization Clients
5
AUM
$9.8M
Corporation or Business Clients
1
AUM
$76.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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