Iowa Wealth Management, Llc
West Des Moines, Iowa
Iowa Wealth Management, LLC is a small investment advisory firm based out of West Des Moines, IA. With one office, the company has established itself as a trusted provider of investment advisory services. Comprising a team of two dedicated professionals, Iowa Wealth Management, LLC has been consistently managing an average of $52,920,000 in assets per investment advisor. This figure aligns with the industry average, indicating their competence in handling client portfolios. The compensation structure at Iowa Wealth Management, LLC encompasses various types, such as a percentage of assets under management and hourly charges. While...
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Assets Under Mgmt

$105.83M

Investment Professionals

2

Locations

0

% 401K & Individual

29%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Educational seminars/workshops
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