Attune Wealth Management LLC
● SEC registered since 2026CRD 342568SEC# 801-136441Des Moines, IA
Reg. AUM
$139.2M
Employees
2
Accounts
400
Location
Des Moines, IA
About Attune Wealth Management
Attune Wealth Management operates as Polson Wealth Management, delivering personalized financial planning built around goals, time horizon, and risk tolerance. The practice stays engaged through implementation rather than offering off-the-shelf investment programs alone.
Summary based on the firm’s website.
Attune Wealth Management LLC assets under management
Attune Wealth Management LLC is an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2026. It reports $139.2 million in regulatory assets under management and employs 2 people.
Attune Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carly Lara Kleiman | Chief Compliance Officer | Under 5% | 2026 |
| Jay Carl Polson Control | Member And Manager | Over 75% | 2026 |
Frequently asked questions
How much does Attune Wealth Management LLC manage?
Attune Wealth Management LLC reports $139.2 million in regulatory assets under management on its Form ADV.
How many employees does Attune Wealth Management LLC have?
Attune Wealth Management LLC reports 2 employees.
Where is Attune Wealth Management LLC located?
Attune Wealth Management LLC is based in Des Moines, IA and has been SEC-registered since 2026.
Does Attune Wealth Management LLC disclose fund performance?
Attune Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2600 Grand Ave, Suite 220, Des Moines, IA 50312 |
| Phone | 515-901-8804 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$139.2Mregulatory AUM
Discretionary $139.2M