# Iowa Wealth Management, LLC

> Iowa Wealth Management, LLC is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 286435
- Filed as: IOWA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286435
- AdvisorCensus page: https://advisorcensus.com/firm/iowa-wealth-management-llc-west-des-moines-ia-286435

## Quick answers

**How is Iowa Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Iowa Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Iowa Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Asset-based fee: up to 1.45% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Iowa Wealth Management, LLC registered with the SEC or a state?**
Iowa Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 286435.

**How much does Iowa Wealth Management, LLC manage?**
Iowa Wealth Management, LLC reports $123,925,708 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Iowa Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Iowa Wealth Management, LLC: Regulatory assets under management: $104,773,155 in the October 2022 data and $123,925,708 in the October 2026 data, up 18%. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Iowa Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (38); charitable organizations (5).

**Which custodians does Iowa Wealth Management, LLC use?**
Iowa Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Iowa Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286435

**Does Iowa Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "All fees are negotiable and there are no account minimums." "There is not a required minimum account size."

**What changed in Iowa Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $110,885,859 to $123,925,708 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Asset-based fee: up to 1.45% of assets a year (the maximum the brochure states)

> On an annualized basis, Iowa Wealth's current fees for portfolio management services will not exceed 1.45% of the assets under management.

- Account minimum: None (the brochure says it may be waived or negotiated)

> All fees are negotiable and there are no account minimums.

> There is not a required minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,925,708
- Discretionary: $123,425,403
- Non-discretionary: $500,305

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $26,855,486 |
| High net worth individuals | 38 | $86,789,034 |
| Investment companies | 1 | $204 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $409,071 |
| Charitable organizations | 5 | $9,795,311 |
| Corporations or other businesses not listed above | Fewer than 5 | $76,602 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [iowawealth.com](https://iowawealth.com)
- Facebook @iowawealth
- Instagram @iowawealth
- LinkedIn @iowa-wealth-management
- X @iowa_wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $104,773,155 | 2 | May 26, 2022 |
| October 2023 | $105,834,444 | 2 | March 16, 2023 |
| October 2024 | $112,218,663 | 2 | February 5, 2024 |
| October 2025 | $110,885,859 | 2 | March 21, 2025 |
| October 2026 | $123,925,708 | 4 | February 9, 2026 |

Regulatory assets under management: $104,773,155 in the October 2022 data and $123,925,708 in the October 2026 data, up 18%.
Total employees: 2 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $110,885,859 to $123,925,708 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iowa Wealth Management, LLC (CRD 286435): Form ADV filing data as of October 2026.