# Pira Wealth Management

> Pira Wealth Management is a state-registered investment advisory firm in Coralville, IA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 311967
- Filed as: PIRA WEALTH MANAGEMENT
- Legal name: Pira Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coralville, IA
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311967
- AdvisorCensus page: https://advisorcensus.com/firm/pira-wealth-management-coralville-ia-311967

## Quick answers

**How is Pira Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pira Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Pira Wealth Management located?**
Pira Wealth Management's principal office is in Coralville, IA, according to its Form ADV.

**Is Pira Wealth Management registered with the SEC or a state?**
Pira Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311967.

**How much does Pira Wealth Management manage?**
Pira Wealth Management reports $3,500,000 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Pira Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Pira 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/311967

## 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: $3,500,000
- Discretionary: $3,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,500,000 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 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)
- pirawealth.com
- Facebook @Pira-Wealth-106618241230863
- Facebook @Pira-Wealth-Management-101068908209702
- LinkedIn @pirawealth
- LinkedIn @pirawealthmanagement
- TikTok @kevinpiracfp
- YouTube @KevinPiraCFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pira Wealth Management (CRD 311967): Form ADV filing data as of October 2026.