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Firm profile

Syverson Strege

WEST DES MOINES, IACRD 109228Latest ADV May 19, 2026

Syverson Strege is an SEC registered investment adviser organized as a corporation with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 4, 2026, reports $911M in regulatory assets under management, 15 employees, and 1,979 accounts.

Assets Under Management
$911M
Employees
15
Offices
--
Total Clients
528
Primary office
WEST DES MOINES, IA
4125 WESTOWN PARKWAY, SUITE 104, WEST DES MOINES, IA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMatthew W. Roberts
CIOJason L. Gunkel

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
296
2
Individuals
43.0%
227
3
Charitable
0.9%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$911Mas of May 19, 2026
Discretionary84.0%
$765M
84% of total RAUM84.0%
Non-discretionary16.0%
$146M
16% of total RAUM16.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$911M
Total Accounts1,979
10Y AUM Change+$508M (+126.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee35:1
10Y Employee Change+3 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.