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IOWA WEALTH MANAGEMENT, LLC

Tel: 515-225-1924
4401 Westown Parkway
Suite 370
West Des Moines, Iowa  50266

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IOWA WEALTH MANAGEMENT, LLC

IOWA WEALTH MANAGEMENT, LLC is a West Des Moines, Iowa based financial advisory firm with nearly $112,218,663 in assets under management and provides investment advisory services for 358 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

286435

SEC#:

801-123613

No. of Clients:

358

Assets under Management

$112,218,663

No. of Advisors:

2

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