Iowa Wealth Management

Wealth Management Firm in West Des Moines, IA

Firm Info
Address: 4401 Westown Pkwy #370, West Des Moines, IA 50266, USA
Phone: (515) 225-1924

Firm Size
Assets Under Management: $104.8 million
# of Advisors: 2
# of Clients: 349
Client to Advisor Ratio: 175:1
Average Account Size: $300,210
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Iowa Wealth Management, LLC Overview

Iowa Wealth Management, LLC is a fee-only investment advisory firm based in West Des Moines, IA. The firm was established in 2022 and has been providing investment advice only services to its clients ever since. As a fee-only firm, Iowa Wealth Management prides itself on its transparency and its commitment to putting its clients' interests first. The firm offers a range of services to both individuals and small businesses, including financial planning and portfolio management. Iowa Wealth Management's team of experienced advisors work closely with each client to develop customized investment strategies that align with their unique financial goals and objectives. In addition to individual and small business portfolio management, Iowa Wealth Management also offers portfolio management services to businesses or institutional clients. The firm has a proven track record of success in developing investment strategies for a variety of clients across multiple industries. To further support its clients' financial goals, Iowa Wealth Management also provides educational seminars and workshops. These sessions are designed to provide clients with the knowledge and tools they need to make informed decisions about their investments and financial futures. Overall, Iowa Wealth Management is committed to helping its clients achieve financial security and success.

rate fixed fee commission-based Iowa Wealth Management, LLC caters to a diverse range of clients, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, and charitable organizations. This variety of clients served is a testament to the firm's expertise in financial planning, wealth management, and investment strategies. The team at Iowa Wealth Management, LLC takes a personalized approach to each client, tailoring their services to meet the unique goals and needs of their clients. Regardless of their clients' backgrounds, the firm's priority is always to provide sound financial guidance. When it comes to fee structures, Iowa Wealth Management, LLC offers flexible options to its clients. Depending on the service provided, clients may choose between a percentage of assets under management (AUM), an hourly rate, a fixed fee, or a commission-based structure. The AUM percentage option typically applies to investment management services, where a percentage of the client's investment portfolio is charged as a fee. The hourly rate option may apply to financial planning or consulting services. A fixed fee may be charged for a specific project or service. Lastly, the commission-based structure may apply to the sale of certain financial products. Iowa Wealth Management, LLC works with its clients to identify the most appropriate fee structure for their unique needs and goals, ensuring they receive the best value for their investment.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Iowa Wealth Management, LLC does not mention anything about their investment minimums. Therefore, it is unclear what the minimum investment requirement is for this firm. It is recommended to contact the firm directly to inquire about their investment minimums and other important details before making any investment decisions.

How This Office Can Help West Des Moines, IA Residents

Iowa Wealth Management assists clients in West Des Moines, IA, by providing comprehensive financial planning services tailored to their unique needs and goals. They offer a variety of services, including retirement planning, estate planning, tax planning, investment management, and more. Iowa Wealth Management's team of experienced professionals work closely with clients to understand their financial objectives and develop a personalized plan to help them achieve their goals. Some of the specific financial situations someone living in West Des Moines, IA, might be facing include planning for retirement, saving for their children's education, managing debt, and preserving wealth through estate planning. Iowa Wealth Management provides solutions to address these challenges and help clients navigate the complexities of the financial landscape. With their expertise and guidance, clients can make informed decisions and feel confident in their financial future.


Services Offered by Iowa Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Iowa Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4401 Westown Pkwy #370, West Des Moines, IA 50266, USA
Phone (515) 225-1924
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Iowa Wealth Management, LLC is registered to service clients in the following states:

  • Iowa
  • Texas

Disciplinary History

Iowa Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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