Iowa Wealth Management, LLC
Iowa Wealth Management, LLC (CRD# 286435) is a financial advisory firm headquartered in West Des Moines, IA. They manage $112,218,663 in 358 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management112MILLION
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Total Number of Accounts358ACCOUNTS
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Average Account Value$313,460
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, TX
Financial Advisors at Iowa Wealth Management, LLC
1
Jonathan Glaser (CRD# 1357554) is an Investment Advisor Representative working at Iowa Wealth Management, LLC in West Des Moines, IA and has over 38 years of experience in the finance industry.
2
Elizabeth Johnson (CRD# 6148848) is an Investment Advisor Representative working at Iowa Wealth Management, LLC in West Des Moines, IA and has over 6 years of experience in the finance industry.
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