Single Family OfficeRIA · CRD 338236SEC-Registered

Updated:

HART WEALTH MANAGEMENT

HART WEALTH MANAGEMENT is an SEC-registered investment adviser in WEST DES MOINES, IA. The firm manages approximately $46 million in regulatory assets.

HART WEALTH MANAGEMENT

HART WEALTH MANAGEMENT is an SEC-registered investment adviser in WEST DES MOINES, IA. The firm manages approximately $46 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Does Hart Wealth Management manage outside capital?

Based on the complete absence of public marketing, regulatory ADV filings, or third-party references to fundraising, Hart Wealth Management almost certainly manages capital for a single family or a tightly defined beneficial-owner group. No evidence suggests the firm accepts external investors or operates as a multi-family office.

How does Hart Wealth Management source investment opportunities?

The firm appears to rely entirely on a closed, proprietary network rather than any marketed sourcing process. Without a public-facing presence, all deal flow is likely inbound through personal relationships with other family offices, direct operator contacts, and a small set of external managers with whom the principals have long-standing ties.

What is Hart Wealth Management's investment strategy?

No public disclosures confirm the firm's asset allocation. Family offices that maintain a comparably low profile typically deploy across private equity, venture capital, real estate, and public equities, often in concentrated positions. The absence of outside capital suggests a flexible, permanent-capital mandate that can take multi-decade views without the constraints of fund-life horizons or LP liquidity requirements.

Who are the principals behind Hart Wealth Management?

No named principals have been publicly associated with Hart Wealth Management. The wealth origin has not been linked to a specific individual, family, or operating company in any public record. This degree of anonymity typically indicates either newly created wealth from a private liquidity event or a deliberate effort to separate the family's identity from its investment vehicle.

Why doesn't Hart Wealth Management have a website or public presence?

Many single-family offices—particularly those that do not solicit external capital—choose to operate without a public footprint to preserve privacy, limit unsolicited deal flow, and maintain negotiating flexibility. Hart Wealth Management's total absence from the public record aligns with a strategy where all relationships are personal and all transactions are sourced, executed, and held outside the institutional-investor ecosystem.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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