Iowa Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,644,520
Clients
136
Advisors
2
of 4 employees
About
Iowa Wealth Management is a small, supported wealth management firm with two advisors overseeing roughly $124 million for about 136 clients. The firm provides tailored financial planning, personalized investment management, and consulting to individuals as well as retirement and profit-sharing plans, trusts, estates, charitable organizations and corporations, and operates as a fiduciary.
The firm typically manages accounts on a discretionary basis and uses a mix of fundamental and technical analysis, computerized portfolio models, and periodic rebalancing to implement long- and short-term strategies (including margin where appropriate). Financial planning and consulting engagements are customized to client goals and circumstances, and accounts are reviewed at least quarterly with continuous monitoring between reviews.
Compared with peers, Iowa Wealth’s client mix includes institutional-type entities such as endowments, foundations and corporations, a less common feature among similarly sized supported firms, and the firm participates in an institutional custodian program that provides research, trading and educational support. Iowa Wealth also offers consulting and educational programming and discloses the use of client testimonials in its marketing materials, practices that are relatively uncommon among its peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fee or retainer basis for consulting services based on estimated hours
1.45% annually
$270 per hour for CFP Professionals; $125 per hour for Administrative Professionals
Main office
4601 Westown Parkway, Suite 210
West Des Moines IA 50266
Advisors at this office
2
Most active in
Iowa · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Elizabeth J
Series 63, Series 65
West Des Moines, IA
Iowa Wealth Management, LLC
Elizabeth Johnson is a financial advisor at Iowa Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Iowa Wealth Management since 2018, following positions at LPL Financial and SII Investments, Inc. Outside of advising, she is the owner and founder of the Stylin' Iowan blog. Iowa Wealth Management is a small, supported wealth management firm serving individuals, institutional clients, and various entities with tailored financial planning, personalized investment management, and consulting. The firm employs a combination of fundamental and technical analysis, computerized portfolio models, and periodic rebalancing, managing accounts typically on a discretionary basis and reviewing them at least quarterly.
Jonathan G
CFP®, Series 63
West Des Moines, IA
Iowa Wealth Management, LLC
Jonathan Glaser is a CFP® with 40 years of industry experience. He has been with Iowa Wealth Management, LLC since 2017 and previously worked at Investment Centers of America for seven years. Iowa Wealth Management is a small, supported firm with two advisors managing approximately $124 million for around 136 clients. The firm serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, employing a fiduciary approach with customized financial planning and both fundamental and technical investment strategies.
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