Data / Investment advisers / Minnesota / Iwealth
Iwealth, Waseca, MN: $312 million AUM, SEC registered investment adviser
Iwealth is an SEC registered investment adviser with its main office in Waseca, Minnesota and reports $312 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 329980
- SEC file number
- 801-129824
- SEC status
- Approved, effective April 5, 2024
- Legal name
- Iwealth Financial, LLC
- Main office
- 213 15th Avenue Ne, Waseca, MN 56093
- Phone
- (507) 835-9111
- Regulatory AUM
- $311,606,497 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $311,606,497
- Accounts
- 721
- Employees
- 14, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 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 | 67 | $156.6 million |
| Individuals (other than high net worth individuals) | 647 | $148.3 million |
| Corporations or other businesses | Fewer than 5 | $4.6 million |
| Charitable organizations | Fewer than 5 | $2.2 million |
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 |
|---|---|---|
| April 1, 2026 | $311.6 million | March 26, 2026 |
| December 1, 2025 | $230.7 million | May 12, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Colliers Securities LLC | Minneapolis | $329.6 million | Not listed | adviserinfo.sec.gov |
| Vantage Point Wealth Management | Plymouth | $326.6 million | Not listed | adviserinfo.sec.gov |
| Legacy Financial Advisors Corporation | Bloomington | $317.7 million | Not listed | adviserinfo.sec.gov |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove | $313.7 million | Not listed | adviserinfo.sec.gov |
| Hunter Street Partners, LP | Wayzata | $313 million | 4 | adviserinfo.sec.gov |
| MD Financial Advisors / Vestment Financial | Chanhassen | $304.3 million | Not listed | adviserinfo.sec.gov |
| Oakwood Capital, Inc. | St. Louis Park | $304.2 million | Not listed | adviserinfo.sec.gov |
| FFP Wealth Management, LLC | Coon Rapids | $301.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Iwealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.