# Iwealth

> Iwealth is an SEC-registered investment advisory firm in Waseca, MN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 329980
- Filed as: IWEALTH
- Legal name: Iwealth Financial, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waseca, MN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329980
- AdvisorCensus page: https://advisorcensus.com/firm/iwealth-waseca-mn-329980

## Quick answers

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

**Where is Iwealth located?**
Iwealth's principal office is in Waseca, MN, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Iwealth registered with the SEC or a state?**
Iwealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329980.

**How much does Iwealth manage?**
Iwealth reports $311,606,497 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Iwealth's assets and staff changed since 2024?**
In the Form ADV data for Iwealth: Regulatory assets under management: $191,843,954 in the October 2024 data and $311,606,497 in the October 2026 data, up 62%. Total employees: 7 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Iwealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (647); high net worth individuals (67).

**Which custodians does Iwealth use?**
Iwealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Iwealth 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/329980

**What changed in Iwealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $230,656,452 to $311,606,497 (+35%). Registered or notice-filed in FL, SD.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC
- SEI Investments Distribution Co.

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: $311,606,497
- Discretionary: $311,606,497
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 647 | $148,250,159 |
| High net worth individuals | 67 | $156,550,902 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $2,159,707 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,645,729 |
| Other | Not reported | $0 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IA, MN, NE, SD, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bloomington, MN
- Mankato, MN

### Websites listed on Form ADV (Item 1.I)
- iwealth4me.com
- iwealthfinancial.com
- Facebook @IWEALTH4ME
- LinkedIn @IWEALTH
- X @IWEALTH4ME
- YouTube @IWEALTHTV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $191,843,954 | 7 | July 31, 2024 |
| October 2025 | $230,656,452 | 10 | May 12, 2025 |
| October 2026 | $311,606,497 | 14 | March 26, 2026 |

Regulatory assets under management: $191,843,954 in the October 2024 data and $311,606,497 in the October 2026 data, up 62%.
Total employees: 7 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $230,656,452 to $311,606,497 (+35%).
- Registered or notice-filed in FL, SD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iwealth (CRD 329980): Form ADV filing data as of October 2026.