CRD: 286435
Iowa Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
About Iowa Wealth Management, LLC
Iowa Wealth Management is an independent, locally owned advisory firm in West Des Moines, IA serving individuals, families, and organizations with integrated financial planning and investment management, including retirement and legacy planning and coordination with CPAs and estate attorneys. Portfolios commonly use ETFs and index funds, and accounts are supported through Charles Schwab custody. Founded in 2009 amid the financial crisis.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JONATHAN HENRY GLASER
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1357554
- Ownership
- 75% or more
ELIZABETH GLASER JOHNSON
Financial Advisor, General Partner, Investment Adviser Representative
- CRD
- #6148848
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,425,403 | $330,014 |
| Non-Discretionary | $500,305 | $166,768 |
| Total | $123,925,708 | $328,715 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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