HNW client percentage for Independent firms serving clients in Iowa

Independent firms active in Iowa 79 firms

Very Low 0%-0%

Low 0%-9%

Typical 9%-18%

High 18%-38%

Very High 38%-79%

5th 20th 40th 60th 80th 95th

Median: 13%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Alternative Strategies Group, Inc.	Typical 10%	71	687	$110K
Planvest, LLC	Typical 16%	49	298	$150K
Intentional Retirement, LLC	High 26%	75	288	$510K
Compass Lighthouse Capital, LLC	Low 8%	20	259	$340K
Solidity Financial LLC	Low 8%	19	252	$290K
VisionX Wealth Partners	Typical 11%	25	226	$480K
AFSC Advisors, Inc	High 29%	59	207	$180K
Keystone Wealth Management	High 21%	43	207	$580K
Lane Family Wealth Management	High 26%	53	202	$700K
DSM Financial L.L.C.	Low 0%	—	200	—
Hyline Wealth	Very High 53%	102	194	$420K
Thompson Private Wealth	Very High 79%	150	189	$390K
Omni Wealth Management	Low 8%	15	181	$200K
Stonefield Investment Advisory, Inc.	Typical 16%	29	181	$600K
Kingdom Wealth Development, LLC	Low 1%	1	150	$61K
Palen Financial LLC	Low 5%	8	146	$270K
Mottet Wealth	Typical 12%	15	130	$520K
Locke Financial Services, Inc.	Low 0%	—	120	$460K
Successful Resource Management, Ltd.	High 20%	22	111	$390K
Busbee Wealth Advisors LLC	High 24%	26	110	$390K
Rothamel Wealth Management, LLC	Typical 13%	14	108	$370K
Schenkelberg Investments, LLC	Typical 15%	14	96	$620K
Brilliant Financial Advisors LLC	Low 0%	—	86	$81K
O'Brien and Associates, Inc.	High 20%	17	83	$590K
LW Advisors, L.L.C.	High 20%	15	76	$470K
Evergreen Capital Management Inc	Low 0%	—	75	$160K
JB Financial Services, Inc.	Typical 15%	11	71	$520K
Teacher Wealth	Low 6%	4	68	$270K
Intelligent Investments	Low 3%	2	66	$260K
Actis Wealth Management	High 25%	16	64	$1.1M
CPK Wealth Management LLC	Very High 47%	30	64	$1.1M
Couleur Investments	High 23%	14	62	$280K
Liberty Advisers Inc.	Typical 13%	8	61	$330K
Leetown Advisors	Low 2%	1	60	$210K
Flattery Wealth Management LLC	Low 5%	3	58	$300K
LIS Inc	Typical 15%	8	54	$520K
Yield Financial Advisors	Typical 15%	8	52	$380K
TRUEWEALTH STEWARDSHIP, LLC	Typical 11%	5	47	$0
Patel Wealth Strategies, Inc.	High 20%	9	45	$200K
Total Wealth	High 22%	10	45	$460K
Ballheim Financial LLC	Very High 46%	17	37	$870K
The Planners Professional Services, Inc.	High 35%	13	37	$0
Prospective Value Partners LLC	Very High 81%	29	36	$2.1M
Kraft Financial, LLC	Very High 66%	23	35	$1M
Weiss Financial Group, LLC	Low 0%	—	33	$90K
Genesis Wealth Planning, LLC	Low 0%	—	32	$320K
Well Advised, LLC	Low 0%	—	30	$200K
Alba Financial LLC	Low 0%	—	27	$110K
Capital View Wealth Management, LLC	Very High 100%	27	27	$4.8M
Black Mammoth LLC	Low 0%	—	26	$72K
Ortman Finances, LLC	Low 8%	2	24	$19K
CoreTegic Capital, LLC	Very High 65%	15	23	$700K
Lexington Capital, LLC	High 18%	4	22	$570K
Mandala Financial Advisors LLC	Very High 52%	11	21	$1.2M
Optimum Wealth Management, LLC	High 24%	5	21	$870K
St. Therese Financial LLC	Typical 10%	2	21	$39K
Turner Financial	Low 5%	1	21	$210K
Ares-Bound Capital	Low 0%	—	19	$24K
Storybook Financial	Typical 11%	2	19	$23K
Hart Wealth Management	Very High 72%	13	18	$2.6M
Bellwether Financial Advisors	Low 0%	—	17	$0
Pira Wealth Management	Low 0%	—	17	$210K
MSM Financial, LLC	Very High 44%	7	16	$900K
R&V Personal Finance, LLC	High 25%	4	16	$550K
Diamond Trail Capital Management	Low 0%	—	14	$750K
Executive Wealth Partners	Very High 43%	6	14	$1.3M
Reed Financial, LLC	Low 7%	1	14	$1.5M
The Retirement Planning Center	Low 0%	—	13	$250K
3G Capital LLC	Typical 17%	2	12	$390K
Castellum Capital Management LLC	Very High 75%	9	12	$240K
Acumen Associates LLC	Low 0%	—	9	$66K
Dentist Exit Planning	Low 0%	—	9	$440K
Pearl Wealth LLC	Very High 100%	17	17	$6.5M
Green Belt Investment Services	Low 0%	—	6	—
Lunea Wealth Management	Low 0%	—	6	$0
Simplified Planning and Investments	Low 0%	—	6	$1.4M
Zenith Wealth Management	Low 0%	—	6	$58K
Koios Private Family Offices, LLC	Very High 80%	4	5	$290K
Woodlands Capital Management, LLC	Very High 60%	3	5	$1.1M
Redspire Wealth Management, LLC	Very High 100%	2	2	$95K
Apexedge LLC	—	—	—	—
Ashland Advisors PLLC	—	—	—	—
BlackOak Advisors LLC	—	—	—	—
DrG Financial, LLC	—	—	—	—
Gremler Financial Corp	—	—	—	—
Greteman Capital Management	—	—	—	—
Highland Wealth Management	—	—	—	—
Open Prairie Wealth Management	—	—	—	—
Raindrop Financial, Inc	—	—	—	—
Vestera Wealth LLC	—	—	—	—

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