$46.5M Total AUM
$46.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-2025
- Office Locations
- 1
Office Locations
5550 Wild Rose Lane Suite 400 West DES Moines IA
About Hart Wealth Management
Hart Wealth Management is a West DES Moines-based RIA. The firm has been operating for 0 years. Managing $46.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Equity Compensation, Estate Planning.
Team overview
37 AVG AGE
$46.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Unison legacy Legacy timber
Client Personas
Summit prime Eagle element
Custodian
Legacy
Investment Themes
Harbor fusion Glacier
Investment Vehicles
Value unison Timber capital
Services
Capital Prime Wave Pathway Momentum summit Element Legacy capital Glacier radial Capital legacy Quantum
Owner & Executives
J
Joseph Stephen Hart
Owner
- CRD
- #7004309
- Ownership
- 75% or more
(302) 840-3379
meridian.vector@matrixcapital.com
in linkedin.com/in/eagle-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,456,671 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,456,671 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,456,671
Public Funds:
14.3% Equity - Exchange:
64.9% Cash:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,118,693,351 | 14.3% |
| Equity - Exchange | $5,077,146,746 | 64.9% |
| Cash | $1,627,190,328 | 20.8% |
| Total | $7,823,030,425 | 100.0% |