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Iowa Wealth Management
Iowa Wealth Management is an SEC-registered investment adviser in West Des Moines, IA, registered since 2022. The firm manages $124 million in assets, $123...
Iowa Wealth Management
Iowa Wealth Management is an SEC-registered investment adviser in West Des Moines, IA, registered since 2022. The firm manages $124 million in assets, $123 million on a discretionary basis. It employs 4 staff members, including 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
West Des Moines
Corporate office
West Des Moines, IA, United States
Frequently asked questions
What is the firm's geographic focus?
The firm's client base concentrates in Iowa and surrounding Midwestern states. This regional focus is intentional — the firm's trust officers and advisors operate within Iowa's specific trust code, tax environment, and probate court system, and they maintain relationships with local accountants, attorneys, and farmland managers who serve the same family clients. The firm does not appear to pursue a national client acquisition strategy.
Profile maintained by Altss 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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