# Hart Wealth Management

> Hart Wealth Management is a state-registered investment advisory firm in West des Moines, IA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 338236
- Filed as: HART WEALTH MANAGEMENT
- Legal name: Hart Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338236
- AdvisorCensus page: https://advisorcensus.com/firm/hart-wealth-management-west-des-moines-ia-338236

## Quick answers

**How is Hart Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hart Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hart Wealth Management located?**
Hart Wealth Management's principal office is in West des Moines, IA, according to its Form ADV.

**Is Hart Wealth Management registered with the SEC or a state?**
Hart Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338236.

**How much does Hart Wealth Management manage?**
Hart Wealth Management reports $46,456,671 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**What types of clients does Hart Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (5).

**Does Hart Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338236

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $46,456,671
- Discretionary: $46,456,671
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,532,149 |
| High net worth individuals | 13 | $43,924,522 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hartwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hart Wealth Management (CRD 338236): Form ADV filing data as of October 2026.