Pira Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pira Wealth Management provides personalized investment management and financial planning to individual and high‑net‑worth clients. The firm delivers continuous, tailored portfolio advice and custom financial planning engagements, with asset‑based investment management and flat‑fee planning arrangements.
The adviser combines fundamental and technical analysis and employs both long‑ and short‑term strategies, including option‑writing (covered and uncovered) and discretionary trading to act on time‑sensitive market conditions. Portfolios are built through fact‑finding and goal discussions, with periodic reviews and custodial reporting to clients.
Notable features for a firm of this size include a modest asset base (approximately $3.5 million) and a compact client roster while offering relatively sophisticated tools such as uncovered options and negotiable planning engagements, including occasional zero‑fee arrangements for certain clients. The principal’s disclosed outside activity of creating public personal‑finance content via online platforms is also a distinguishing operational detail that the firm has acknowledged in its disclosures.
Client services
Expertise
Fee options
Flat fees for financial planning services ranging from $500 to $50,000.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Minimum fee: One-time startup fee of $1,000 (negotiable, may be waived) Fee-only: Flat fees for financial planning services ranging from $500 to $50,000; may be charged monthly or quarterly on case-by-case basis, including 0% fee for clients under $500,000 manageable assets based on complexity and scope.
Main office
250 12th Ave Ste 150
Coralville IA 52241
Advisors at this office
1
Most active in
Iowa
Also doing business as
Pira Wealth · Pira Wealth Management · Pira Wealth Management LLC
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.
Forms ADV
Quick links
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