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.

Website

www.iowawealth.com

linkedin.com/company/iowa-wealth-management

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

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.

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