WEST DES MOINES, IACRD 109228Latest ADV March 4, 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
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 March 4, 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.
Latest 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%)
* 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.