HNW client percentage for Supported firms serving clients in Iowa

Supported firms active in Iowa 97 firms

Very Low 0%-9%

Low 9%-17%

Typical 17%-29%

High 29%-46%

Very High 46%-79%

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

Median: 21%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Tryon Investments, LLC	Very Low 6%	27	457	$220K
GTG Wealth Management, LLC	Very Low 0%	—	564	—
Tuve Investment Management, Inc.	Low 11%	56	523	$280K
Des Moines Investments, LLC	Low 11%	75	700	$350K
Acumen Financial Advisors, LLC	Very High 61%	134	220	$2.1M
TFP Management, LLC	Low 10%	68	660	$410K
Gabe Nelson Financial, Inc.	Typical 20%	40	202	$450K
Carlson Wealth, LLC	Very Low 8%	16	191	$150K
Weis Advisory	Typical 18%	131	716	$320K
Peterson Financial Group, Inc.	Low 12%	64	516	$570K
Gineris Wealth Management	Low 10%	30	312	$280K
Red Cedar	Very Low 5%	8	155	$260K
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
Innovative Wealth Management, LLC	Low 12%	35	298	$290K
Vivid Wealth Management, LLC	Typical 21%	93	434	$670K
The Premier Advisory Group, LLC	Very Low 0%	—	570	—
Lebens Advisory Group LLC	Low 14%	20	140	$380K
Wealth Advisors Group, LLC	High 33%	90	272	$1M
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Longenecker Financial Services	Very Low 6%	16	252	$330K
Bridgeway Wealth Management, LLC	Very High 48%	118	248	$650K
Mokosak Advisory Group, LLC	Typical 27%	133	490	$840K
The Sherwin Group	Low 9%	21	242	$160K
Professional Retirement Strategies LLC	Very Low 3%	8	238	$220K
Uncommon Wealth Partners, LLC	Very Low 2%	5	223	$200K
Midwest Financial Network, LLC	High 37%	80	218	$650K
BSC Capital Partners, LLC	Low 10%	33	321	$390K
Boyle Capital	Typical 21%	87	418	$780K
Financial Design Group, LLC	Low 14%	28	203	$550K
Future Bright	Very Low 2%	8	396	$180K
VCP Financial LLC	Very High 65%	252	385	$290K
ATLAS Lifestyle Planning Group LLC	Low 11%	20	180	$400K
Pursuit Wealth Management	Very Low 8%	13	168	$190K
Strategic Wealth Solutions, LLC	Very Low 1%	1	84	$180K
Midwest Heritage Financial Advisors	High 34%	115	334	$1.2M
AO Wealth Advisory	Typical 20%	60	298	$670K
Plan2Thrive Financial	Low 11%	25	222	$580K
Pecaut Wealth Management	High 34%	75	219	$1.7M
Clearwealth	Very Low 4%	6	145	$310K
Zenith Advisory Group, LLC	Very Low 7%	10	139	$470K
Iowa Wealth Management, LLC	Typical 28%	38	136	$840K
Clarity Asset Management, Inc.	High 33%	88	270	$950K
One Life Financial Group, Inc.	High 32%	64	200	$590K
CWS Wealth Partners	Typical 20%	27	133	$470K
Kane Company Wealth Management, Inc.	High 39%	78	198	$1.4M
American Financial Management, Ltd.	Very Low 4%	5	124	$250K
Fencl Advisory Services, LLC	High 41%	71	173	$510K
Valiant Wealth, LLC	Very High 46%	80	173	$1.6M
Jepsen Financial	Very Low 0%	—	55	$640K
Truesdell Wealth, Inc.	Typical 17%	9	54	$92K
Conscious Capital	Low 11%	17	152	$450K
Water Valley Investment Advisors, Inc.	High 29%	44	152	$910K
Forrest Financial Services	Very High 46%	46	100	$1.5M
Custom Wealth Planners	Very High 57%	85	149	$690K
Acadia Legacy Group	High 40%	18	45	$3M
Midwestern Financial Group	High 30%	41	135	$1.3M
Nabity-Jensen Investment Management, Inc.	Very High 48%	42	87	$2.9M
Russell Wealth Advisors	High 32%	39	121	$830K
Priority Financial Partners	Very High 55%	44	80	$1.3M
Sanders Retirement Planning LLC	High 34%	25	73	$850K
Guide Rock Capital Management, Inc.	High 30%	21	71	$570K
Penn Advisory Group Inc.	Typical 21%	15	70	$750K
Dessonville Financial Group Incorporated	High 44%	30	68	$1.2M
Paladin Wealth Partners	Very High 58%	59	102	$2.7M
Footprints Asset Management & Research, Inc.	Low 11%	11	100	$420K
EDK Advisory	Very High 67%	22	33	$770K
Legacy Bridge Private Family Offices	High 41%	27	66	$6.4M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Cedar Valley Wealth Advisors	Typical 28%	26	92	$1.6M
Stewards Advisory Services	Very High 46%	28	61	$1M
Balanced Investment Advisors, LLC	Typical 28%	16	58	$710K
Latitude Investment Group	Very Low 0%	—	87	$73K
Greenstone Wealth Management	Very Low 2%	2	108	$400K
Integrity Wealth Management LLC	Very High 63%	17	27	$2.3M
The Table Financial Planning LLC	Low 9%	10	108	$530K
Rockway Wealth Partners	Low 12%	13	107	$250K
Profusion Private Wealth	Very High 64%	49	77	$2.3M
Taber Asset Management L.L.C.	Very High 100%	101	101	$1M
Fairway Asset Management, LLC	Low 15%	11	74	$930K
Desla Wealth Management	High 29%	14	49	$670K
Passage Global Capital Management, LLC	High 38%	24	64	$830K
Clark Wealth Strategies, Inc	Typical 18%	15	85	$610K
Vital Capital LLC	Typical 21%	15	71	$940K
Partner Wealth	Very High 53%	18	34	$2.3M
Christensen Capital, LLC	Very High 55%	16	29	$290K
Ballast Capital Advisors, LLC	Very High 100%	42	42	$7.8M
Grit Family Office, LLC	Very High 100%	19	19	$3.8M
SBC Investment Management, LLC	Very High 79%	15	19	$4M
Calibrate Wealth, LLC	Very Low 0%	—	18	$530K
Carrie Houchins-Witt Tax and Financial Services LLC	Very High 60%	9	15	$0
AIM Advisors	Typical 21%	3	14	$120K
Ellevity Capital, LLC	Very High 77%	10	13	$3.4M
True Wealth Nation	Very Low 0%	—	7	—
Van Meter Associates, LLC	Very Low 0%	—	4	$320K
True Wealth, LLC	Very Low 0%	—	1	—
Net Worth Advisors	Very Low 0%	—	1	—
Cole Financial Advisors, Inc.	—	—	—	—
Heartland Financial Services, Ltd.	—	—	—	—
Ignite Financial	—	—	—	—

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