PPrivate Fund Data Log in Join · $37/mo

Iwealth Financial, LLC

● SEC registered since 2024CRD 329980SEC# 801-129824Waseca, MN
Export (members)
Reg. AUM
$230.7M
Employees
10
Accounts
739
Location
Waseca, MN

Iwealth Financial, LLC assets under management

Iwealth Financial, LLC is an SEC-registered investment adviser based in Waseca, MN. The firm has been registered since 2024. It reports $230.7 million in regulatory assets under management and employs 10 people.
x.com/iwealth4meView on SEC.gov ↗

Iwealth Financial, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bradley Edward Connors ControlPresident, Ceo, And OwnerUnder 5%2024
Kc Holdings I, LLC ControlHolding CompanyOver 75%2023
Matthew Potter ControlChief Compliance OfficerUnder 5%2024
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Iwealth Financial, LLC manage?

Iwealth Financial, LLC reports $230.7 million in regulatory assets under management on its Form ADV.

How many employees does Iwealth Financial, LLC have?

Iwealth Financial, LLC reports 10 employees.

Where is Iwealth Financial, LLC located?

Iwealth Financial, LLC is based in Waseca, MN and has been SEC-registered since 2024.

Does Iwealth Financial, LLC disclose fund performance?

Iwealth Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address213 15th Avenue NE, Waseca, MN 56093
Phone507-835-9111
Office hours8a.m.-4:30p.m. M-Th, 8a.m.-3:30p.m. F
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.7M
Non-discretionary$0
Total (RAUM)$230.7M