Iowa Wealth Management, LLC
● SEC registered since 2022CRD 286435SEC# 801-123613West des Moines, IA
Reg. AUM
$123.9M
Employees
4
Accounts
377
Location
West des Moines, IA
Iowa Wealth Management, LLC assets under management
Iowa Wealth Management, LLC is a registered investment adviser overseen by the SEC based in West des Moines, IA. The firm has been registered since 2022. It reports $123.9 million in regulatory assets under management and employs 4 people.
Iowa Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Glaser Johnson | Investment Adviser Representative | 10-25% | 2023 |
| Jonathan Henry Glaser Control | Chief Compliance Officer And Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Iowa Wealth Management, LLC manage?
Iowa Wealth Management, LLC reports $123.9 million in regulatory assets under management on its Form ADV.
How many employees does Iowa Wealth Management, LLC have?
Iowa Wealth Management, LLC reports 4 employees.
Where is Iowa Wealth Management, LLC located?
Iowa Wealth Management, LLC is based in West des Moines, IA and has been SEC-registered since 2022.
Does Iowa Wealth Management, LLC disclose fund performance?
Iowa 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 | 4601 Westown Parkway, Suite 210, West des Moines, IA 50266 |
| Phone | 515-225-1924 |
| Fax | 515-225-4067 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$123.9Mregulatory AUM
Discretionary $123.4MNon-discretionary $500K