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IOWA WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA · CRD 286435 · IAPD ↗ · iowawealth.com · 515-225-1924

$123.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2024 — IOWA WEALTH MANAGEMENT, LLC now reports custody of client assets ($1.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.