Iwealth
Iwealth is an SEC-registered mass-market adviser in Waseca, MN with $311.6M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Iwealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329980, SEC 801-129824, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $311.6M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Waseca, MN
- Employees
- 14
- Clients
- 714
- CRD
- 329980
- Ownership
- CONNORS, BRADLEY, EDWARD; KC HOLDINGS I, LLC; Potter, Matthew
How much AUM does Iwealth have?
Iwealth reported $311.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Iwealth?
Disclosed owners and executives of Iwealth include CONNORS, BRADLEY, EDWARD, KC HOLDINGS I, LLC, Potter, Matthew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.