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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-05-2024
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 12, 2025 and March 26, 2026, reported AUM increased 35.1%, from $230.7M to $311.6M.
Across 3 reported observations, AUM increased 62.4% between July 31, 2024 and March 26, 2026, from $191.8M to $311.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 716 clients, or 143.2 clients per representative. That equates to $435.2K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
BRADLEY EDWARD CONNORS
Chief Executive Officer, Owner, President
- CRD
- #2523354
- Ownership
- Less than 5%
Matthew Potter
Chief Compliance Officer, Chief Operating Officer
- CRD
- #7492910
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Johnathon Percy Eykyn
Wealth Advisor
- CRD
- #7327314
GARY FRANK GUENTZEL
Retirement, Investment & Estate Planner
- CRD
- #1549711
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Iwealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.