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).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Iowa Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan H. Glaser
CRD#: 1357554
4401 Westown Parkway, Suite 370, West Des Moines, IA 50266

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 G. Johnson
CRD#: 6148848
4401 Westown Parkway, Suite 370, West Des Moines, IA 50266

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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