IOWA WEALTH MANAGEMENT, LLC - Financial Advisor in Iowa, West Des Moines

Tel: 515-225-1924 4401 Westown Parkway Suite 370 West Des Moines, Iowa 50266

About IOWA WEALTH MANAGEMENT, LLC

IOWA WEALTH MANAGEMENT, LLC is a West Des Moines, Iowa based financial advisory firm with nearly $112,218,663 in assets under management and provides investment advisory services for 358 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

286435

Firm SEC#:

801-123613

Assets Under Management:

$112,218,663

No. of Clients:

358

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Iowa?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Iowa, West Des Moines

FirmCRD#:321109

SEC#:801-125868

No. of Advisors:15

No. of Clients:8

AUM:$11,358,738,764

FirmCRD#:107148

SEC#:801-38507

No. of Advisors:81

No. of Clients:4626

AUM:$3,238,513,168

FirmCRD#:283112

SEC#:801-107546

No. of Advisors:32

No. of Clients:3219

AUM:$1,197,704,959

FirmCRD#:109228

SEC#:801-54959

No. of Advisors:15

No. of Clients:2174

AUM:$900,472,120

FirmCRD#:300925

SEC#:801-116809

No. of Advisors:4

No. of Clients:478

AUM:$585,779,060

FirmCRD#:115088

SEC#:801-118210

No. of Advisors:13

No. of Clients:471

AUM:$398,758,245

FirmCRD#:109441

SEC#:801-118466

No. of Advisors:11

No. of Clients:1806

AUM:$333,738,881

FirmCRD#:306308

SEC#:801-119038

No. of Advisors:4

No. of Clients:571

AUM:$314,203,732

FirmCRD#:146911

SEC#:801-108491

No. of Advisors:12

No. of Clients:574

AUM:$312,106,600

FirmCRD#:282369

SEC#:801-120829

No. of Advisors:8

No. of Clients:155

AUM:$297,272,625

FirmCRD#:282261

SEC#:801-107113

No. of Advisors:8

No. of Clients:111

AUM:$286,508,635

FirmCRD#:132416

SEC#:801-67954

No. of Advisors:6

No. of Clients:1609

AUM:$241,825,073

FirmCRD#:307987

SEC#:801-119235

No. of Advisors:5

No. of Clients:1056

AUM:$210,441,524

FirmCRD#:322974

SEC#:801-126577

No. of Advisors:2

No. of Clients:930

AUM:$171,948,835

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

321109

801-125868

$11,358,738,764

FOSTER GROUP, INC.

107148

801-38507

4626

$3,238,513,168

GILBERT & COOK, INC.

283112

801-107546

3219

$1,197,704,959

SYVERSON STREGE

109228

801-54959

2174

$900,472,120

RETIRERIGHT CONSULTING GROUP

300925

801-116809

478

$585,779,060

WEALTH ADVISORS OF IOWA, LLC

115088

801-118210

471

$398,758,245

COMPASS FINANCIAL SERVICES

109441

801-118466

1806

$333,738,881

MIDWEST HERITAGE FINANCIAL ADVISORS

306308

801-119038

571

$314,203,732

VALIANT WEALTH, LLC

146911

801-108491

574

$312,106,600

BALLAST CAPITAL ADVISORS, LLC

282369

801-120829

155

$297,272,625

LEGACY BRIDGE PRIVATE FAMILY OFFICES

282261

801-107113

111

$286,508,635

BOYLE CAPITAL

132416

801-67954

1609

$241,825,073

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

307987

801-119235

1056

$210,441,524

VIVID WEALTH MANAGEMENT, LLC

322974

801-126577

930

$171,948,835

Explore More Financial Advisor Firms in West Des Moines, Iowa >>