IWEALTH FINANCIAL, LLC
Legal name: IWEALTH
CRD #329980 SEC #801-129824 WASECA, MN 507-835-9111
SEC Registered
Total AUM
$230.7M
Discretionary
$230.7M
Employees
10
Clients
0
Accounts
739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $230.7M | $230.7M | $0 | 10 | 0 |
| Apr 2025 | $230.7M | $230.7M | $0 | 10 | 0 |
| Mar 2025 | $230.7M | $230.7M | $0 | 10 | 0 |
| Jul 2024 | $191.8M | $191.8M | $0 | 7 | 0 |
| Jul 2024 | $191.8M | $191.8M | $0 | 7 | 0 |
| Apr 2024 | $0 | $0 | $0 | 7 | 0 |
| Apr 2024 | $0 | $0 | $0 | 7 | 0 |
| Apr 2024 | $0 | $0 | $0 | 7 | 0 |
| Mar 2024 | $0 | $0 | $0 | 7 | 0 |
| Mar 2024 | $0 | $0 | $0 | 7 | 0 |
DateMay 2025
Total AUM$230.7M
Discretionary$230.7M
Non-Disc.$0
Employees10
Clients0
DateApr 2025
Total AUM$230.7M
Discretionary$230.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$230.7M
Discretionary$230.7M
Non-Disc.$0
Employees10
Clients0
DateJul 2024
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0