# Iowa Wealth Management

Iowa Wealth Management is a Bank / Wealth / Trust based in West Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Des Moines, United States
- **Region:** North America
- **Address:** West Des Moines, IA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.iowawealth.com
- **LinkedIn:** https://www.linkedin.com/company/iowa-wealth-management

## Regulatory record

- **CRD number:** 286435
- **SEC file number:** 801-123613
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286435

## About

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.

## 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.

## Related profiles

- [Iowa Peace Officers Retirement, Accident & Disability System (PORS)](https://altss.com/profile/iowa-peace-officers-retirement-accident-disability-system-pors)
- [IP Financial Advisory Services](https://altss.com/profile/ip-financial-advisory-services)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/iowa-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology