IOWA WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $123.9M |
| Discretionary | $123.4M100% of AUM |
| Non-Discretionary | $500K |
| Client Accounts | 377 |
| Avg Account Size | $329K |
| Employees | 4 |
| Peak AUM | $123.9MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | +11.8% | +5.6% | +4.4% | |
| Discretionary AUM | $123M | ||||
Key Metrics
| Total AUM | $123.9M |
| Discretionary | $123.4M |
| Employees | 4 |
| Client Accounts | 377 |
| Client Range | 26-50 |
Contact & Location
Address
4601 WESTOWN PARKWAY
WEST DES MOINES IA 50266
Phone
515-225-1924
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$123M
99.6% of AUM
Non-Discretionary
$500,305
0.4% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported