Iwealth Financial, LLC
● SEC registered since 2024CRD 329980SEC# 801-129824Waseca, MN
Reg. AUM
$311.6M
Employees
14
Accounts
721
Location
Waseca, MN
Iwealth Financial, LLC assets under management
Iwealth Financial, LLC is an SEC-registered investment adviser based in Waseca, MN. The firm has been registered since 2024. It reports $311.6 million in regulatory assets under management and employs 14 people.
Iwealth Financial, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Edward Connors Control | President, Ceo, And Owner | Under 5% | 2024 |
| Kc Holdings I, LLC Control | Holding Company | Over 75% | 2023 |
| Matthew Potter Control | Chief Compliance Officer | Under 5% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Iwealth Financial, LLC manage?
Iwealth Financial, LLC reports $311.6 million in regulatory assets under management on its Form ADV.
How many employees does Iwealth Financial, LLC have?
Iwealth Financial, LLC reports 14 employees.
Where is Iwealth Financial, LLC located?
Iwealth Financial, LLC is based in Waseca, MN and has been SEC-registered since 2024.
Does Iwealth Financial, LLC disclose fund performance?
Iwealth Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 213 15th Avenue NE, Waseca, MN 56093 |
| Phone | 507-835-9111 |
| Office hours | 8a.m.-4:30p.m. M-Th, 8a.m.-3:30p.m. F |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$311.6M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$311.6Mregulatory AUM
Discretionary $311.6M