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Iwealth

Iwealth. CRD 329980

I

CRD: 329980

Iwealth

Waseca, MN, 56093
5078359111
www.iwealthfinancial.com
$311.6M Total AUM
$311.6M Disc. AUM
-- 3Y CAGR
14 Employees
716 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · SEI
Clients
Retail and Institutional
Platforms
--
Established Date
04-05-2024
Office Locations
1

Office Locations

213 15th Avenue NE Waseca MN

About Iwealth

IWEALTH is a Waseca, MN-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial and investment planning, portfolio construction, tax and estate planning, and insurance and annuity solutions. Portfolios emphasize ETFs, mutual funds, index strategies, and fixed income, with alternative exposure including real estate and private equity. Custody relationships include Schwab and LPL.

Team overview

49 AVG AGE
$62.3M AVG AUM / ADVISOR
$435.2K AVG AUM / CLIENT
1.7 yrs AVG TENURE
14 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Beacon vector Insight beacon Meridian frontier Oak Foundation delta Quantum

Client Personas

Wave beacon

Investment Themes

Matrix Ridge timber Vertex crest

Investment Vehicles

Vertex Vertex glacier

Services

Meridian Element Vertex prime Pioneer Summit Pathway Vector insight

Owner & Executives

BRADLEY EDWARD CONNORS

BRADLEY EDWARD CONNORS

Chief Executive Officer, Owner, President

CRD
#2523354
Ownership
Less than 5%
(527) 739-3441
legacy.peak@peakcapital.com
in linkedin.com/in/foundation-capital
Matthew Potter

Matthew Potter

Chief Compliance Officer, Chief Operating Officer

CRD
#7492910
Ownership
Less than 5%
(917) 393-7957
ember.unison@beaconcapital.com
in linkedin.com/in/capital-fusion

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Contacts

Johnathon Percy Eykyn

Johnathon Percy Eykyn

--

CRD
#7327314
(498) 872-6389
atlas.vital@northcapital.com
in linkedin.com/in/momentum-bridge
GARY FRANK GUENTZEL

GARY FRANK GUENTZEL

--

CRD
#1549711
(243) 585-9963
atlas.unison@zenithcapital.com
in linkedin.com/in/vertex-bridge
S

Signal alpha

Catalyst harbor prime

CRD
#64025
(477) 246-2762
pioneer.matrix@wavecapital.com
in linkedin.com/in/harbor-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-31-2024
05-12-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $311,606,497 $432,187
Non-Discretionary $0 --
Total $311,606,497 $432,187

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Separately Managed Accounts

Total SMA Asset: $311,606,497

$311.6M Total SMA
Public Funds:
24.6%
Equity - Exchange:
20.6%
Cash:
22.8%
Corporate - Investment Grade:
10.8%
Municipal Bonds:
21.2%
Asset class Assets Assets %
Public Funds $2,187,415,448 24.6%
Equity - Exchange $1,831,738,139 20.6%
Cash $2,027,360,659 22.8%
Corporate - Investment Grade $960,328,733 10.8%
Municipal Bonds $1,885,089,735 21.2%
Total $8,891,932,714 100.0%

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