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iWealth
At iWealth our focus is on YOU. Helping you create a road map for achieving your financial goals and dreams is our top priority.
iWealth
At iWealth our focus is on YOU. Helping you create a road map for achieving your financial goals and dreams is our top priority. ■ iWealth was created to help you manage risk while you invest wisely and live well. ■ We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ■ We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ■ We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. ■ Our clients can expect a highly customizable service with our firm. We will help them understand exactly where they are, where they are headed and how to get there. This will be done by reviewing ad implementing our “13 Wealth Management Issues” that our research has shown so valuable to our clients. Securities offered through LPL Financial, Member SIPC. sipc.org . Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC, and iWealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Waconia
Corporate office
Waconia, MN, United States
Principals
Brad Connors
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at iWealth?
Brad Connors, as CEO, oversees the firm's strategic direction and likely chairs the investment committee that vets asset acquisitions. The firm operates specialized divisions, including iWealth Real Estate and the newly launched iWealth Energy, suggesting dedicated portfolio managers within each vertical. Specific investment committee members beyond the executive leadership have not been publicly disclosed.
How does iWealth source its real estate and energy deals?
iWealth originates proprietary deal flow through direct relationships with property developers, operating partners, and renewable energy developers. In real estate, the firm targets off-market or lightly marketed multifamily, self-storage, and industrial outdoor storage assets in high-growth Sunbelt markets. For energy, iWealth partners with independent power producers on utility-scale solar and battery storage projects, securing access to pre-construction development pipelines.
Is iWealth structured as a family office or an asset manager?
iWealth is an asset manager that operates a vertically integrated platform — including its own broker-dealer — to manufacture and distribute private-placement offerings. It is not a single-family office managing one family's wealth. Instead, it functions as an outsourced alternatives desk for registered investment advisors, pooling capital from accredited investors into its own fund structures.
Does iWealth participate in fund commitments or only direct deals?
iWealth raises capital for its own proprietary fund vehicles and direct-placement Delaware statutory trusts. The firm does not operate as a fund-of-funds making commitments to third-party general partners. Investors in iWealth programs own a fractional interest in the underlying real estate or infrastructure assets, typically through a private placement structure designed for tax-deferred exchange eligibility.
What investment stages or asset types does iWealth target?
The firm acquires stabilized, income-producing real estate — primarily multifamily and self-storage — as well as development-stage renewable energy projects. Its real estate funds target value-add opportunities that generate current cash flow with upside from operational improvements. In energy, iWealth focuses on late-stage development and construction-ready solar and battery storage assets that can secure long-term power purchase agreements.
How is the newly launched iWealth Energy division related to the core real estate business?
iWealth Energy represents a strategic expansion announced in January 2025, building on the firm's earlier renewable energy fund series. The division operates as a vertical within the same platform, leveraging iWealth's existing financial-advisor distribution network. While real estate remains the core business, iWealth Energy targets a similar investor profile by offering direct ownership of long-dated, contracted-yield infrastructure assets with potential tax advantages.
Where does iWealth's capital come from?
iWealth raises capital exclusively through a national network of independent financial advisors and registered investment advisors. The firm does not market directly to retail investors or manage wealth for a single originating family. Its more than $2 billion in cumulative capital has come from individual accredited investors, often channeled through IRA or 1031-exchange-qualified accounts seeking tax-deferred real asset exposure.
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