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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GLASER, JONATHAN, HENRY | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| JOHNSON, ELIZABETH, GLASER | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| JOHNSON, ELIZABETH, GLASER | I | INVESTMENT ADVISER REPRESENTATIVE | A | |
| JOHNSON, ELIZABETH, GLASER | I | INVESTMENT ADVISER REPRESENTATIVE | A |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (2)
IA TX
Address
4601 WESTOWN PARKWAYSUITE 210
WEST DES MOINES, IA 50266
United States
Phone: 515-225-1924