Iowa Wealth Management, LLC
Iowa Wealth Management, LLC is an SEC-registered mass-market adviser in West Des Moines, IA with $123.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Iowa Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286435, SEC 801-123613, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $123.9M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- West Des Moines, IA
- Employees
- 4
- Clients
- 141
- CRD
- 286435
- Ownership
- GLASER, JONATHAN, HENRY; JOHNSON, ELIZABETH, GLASER
How much AUM does Iowa Wealth Management, LLC have?
Iowa Wealth Management, LLC reported $123.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Iowa Wealth Management, LLC?
Disclosed owners and executives of Iowa Wealth Management, LLC include GLASER, JONATHAN, HENRY, JOHNSON, ELIZABETH, GLASER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.