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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 12, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Potter, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNORS, BRADLEY, EDWARD | I | PRESIDENT, CEO, AND OWNER | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
| KC HOLDINGS I, LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| Potter, Matthew | I | KC HOLDINGS I, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
| CONNORS, BRADLEY, EDWARD | I | KC HOLDINGS I, LLC | E | Control |
Registrations
Federal
IA
May 12, 2025 REGISTERED
Notice Filings (6)
AZ IA MN NE TX WI
Address
213 15TH AVENUE NEWASECA, MN 56093
United States
Phone: 507-835-9111