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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2020
- Office Locations
- 1
Office Locations
About Pira Wealth Management
Pira Wealth Management is a fee-only, fiduciary RIA in Coralville, Iowa providing planning-first financial planning and discretionary portfolio management for individuals, families, and business owners. Analytics-driven advice integrates cash flow, retirement, tax strategy, education funding, and estate coordination, with no product sales or commissions. Portfolios emphasize long-term strategy and are primarily ETF-based, with Schwab as a key custodian.
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Owner & Executives
Kevin Allen Pira
Chief Compliance Officer, Manager, Owner
- CRD
- #7317639
- Ownership
- 75% or more
Joshua Adam Bourassa
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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