IOWA WEALTH MANAGEMENT, LLC
CRD #286435 SEC #801-123613 WEST DES MOINES, IA 515-225-1924
SEC Registered
Total AUM
$110.9M
Discretionary
$110.9M
Employees
2
Clients
51
Accounts
392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $110.9M | $110.9M | $0 | 2 | 0 |
| Mar 2025 | $110.9M | $110.9M | $0 | 2 | 0 |
| Feb 2024 | $112.2M | $108.9M | $3.3M | 2 | 0 |
| Mar 2023 | $105.8M | $101.1M | $4.7M | 2 | 0 |
| May 2022 | $104.8M | $100.5M | $4.3M | 2 | 0 |
| Apr 2022 | $104.8M | $100.5M | $4.3M | 2 | 0 |
| Mar 2022 | $104.8M | $100.5M | $4.3M | 2 | 0 |
| Mar 2022 | $104.8M | $100.5M | $4.3M | 2 | 0 |
DateSep 2025
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$112.2M
Discretionary$108.9M
Non-Disc.$3.3M
Employees2
Clients0
DateMar 2023
Total AUM$105.8M
Discretionary$101.1M
Non-Disc.$4.7M
Employees2
Clients0
DateMay 2022
Total AUM$104.8M
Discretionary$100.5M
Non-Disc.$4.3M
Employees2
Clients0
DateApr 2022
Total AUM$104.8M
Discretionary$100.5M
Non-Disc.$4.3M
Employees2
Clients0
DateMar 2022
Total AUM$104.8M
Discretionary$100.5M
Non-Disc.$4.3M
Employees2
Clients0
DateMar 2022
Total AUM$104.8M
Discretionary$100.5M
Non-Disc.$4.3M
Employees2
Clients0