WEST DES MOINES, IACRD 286435Latest ADV February 9, 2026
Iowa Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated February 9, 2026, reports $124M in regulatory assets under management, 4 employees, and 377 accounts.
Assets Under Management
$124M
Employees
4
Offices
--
Total Clients
142
Primary office
WEST DES MOINES, IA
4601 WESTOWN PARKWAY, SUITE 210, WEST DES MOINES, IA, United States
Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
98
2
HNWI
26.8%
38
3
Charitable
3.5%
5
4
Investment Cos.
0.7%
1
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$124Mas of February 9, 2026
Discretionary99.6%
$123M
100% of total RAUM99.6%
Non-discretionary0.4%
$500K
0% of total RAUM0.4%
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$124M
Total Accounts377
10Y AUM Change+$19M (+18.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change+2 (+100.0%)
* 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.