| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Glaser Johnson | Investment Adviser Representative | 5-10% | 2023 |
| Jonathan Henry Glaser Control | Chief Compliance Officer And Managing Member | Over 75% | 2017 |
Iowa Wealth Management, LLC reports $110.9 million in regulatory assets under management on its Form ADV.
Iowa Wealth Management, LLC reports 2 employees.
Iowa Wealth Management, LLC is based in West des Moines, IA and has been SEC-registered since 2022.
Iowa Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4601 Westown Parkway, Suite 220, West des Moines, IA 50266 |
| Phone | 515-225-1924 |
| Fax | 515-225-4067 |
| Office hours | 5-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $110.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $110.9M |