Data / Investment advisers / Iowa / Iowa Wealth Management, LLC
Iowa Wealth Management, LLC, West des Moines, IA: $124 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Iowa Wealth Management, LLC is an SEC registered investment adviser with its main office in West des Moines, Iowa and reports $124 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Iowa Wealth Management, LLC (CRD number 286435): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 286435
- SEC file number
- 801-123613
- SEC status
- Approved, effective April 5, 2022
- Main office
- 4601 Westown Parkway Suite 210, West des Moines, IA 50266
- Phone
- (515) 225-1924
- Website
- iowawealth.com
- Regulatory AUM
- $123,925,708 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $123,425,403
- Non discretionary AUM
- $500,305
- Accounts
- 377
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $86.8 million |
| Individuals (other than high net worth individuals) | 98 | $26.9 million |
| Charitable organizations | 5 | $9.8 million |
| Pension and profit sharing plans | Fewer than 5 | $409,071 |
| Corporations or other businesses | Fewer than 5 | $76,602 |
| Investment companies | 1 | $204 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $123.9 million | February 9, 2026 |
| December 1, 2025 | $110.9 million | September 10, 2025 |
Other advisers in West des Moines
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Boyle Capital | West des Moines | $342 million | Not listed | adviserinfo.sec.gov |
| Ballast Capital Advisors, LLC | West des Moines | $328.7 million | Not listed | adviserinfo.sec.gov |
| Vivid Wealth Management, LLC | West des Moines | $290.9 million | Not listed | adviserinfo.sec.gov |
| Five Talents Financial Management Group LLC | West des Moines | $256 million | Not listed | adviserinfo.sec.gov |
| BSC Capital Partners, LLC | West des Moines | $125.8 million | Not listed | adviserinfo.sec.gov |
| Manchesterstory Fund Management, LP | West des Moines | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West des Moines, IA
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Iowa Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.