Iowa Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Iowa Wealth Management reports 142 clients. They include 98 individual clients, 38 high-net-worth individuals and 5 charitable organizations. Of its assets, 99.6% ($123M across 374 accounts) are managed with discretion; $500K across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 22% |
| High-net-worth individuals | 27% | 70% |
| Investment companies | <1% | <1% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 4% | 8% |
| Other client typesCorporations and other businesses | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 98 | $26.9M | 21.7% | $274K |
| High-net-worth individuals | 38 | $86.8M | 70.0% | $2.28M |
| Investment companies | 1 | $204 | 0.0% | $204 |
| Pension and profit-sharing plans | Fewer than 5 | $409K | 0.3% | — |
| Charitable organizations | 5 | $9.8M | 7.9% | $1.96M |
| Corporations and other businesses | Fewer than 5 | $76.6K | 0.1% | — |
| Total | 142 | $124M | 100% | — |
- Clients
- 98
- Regulatory AUM
- $26.9M
- AUM share
- 21.7%
- Avg. per client
- $274K
- Clients
- 38
- Regulatory AUM
- $86.8M
- AUM share
- 70.0%
- Avg. per client
- $2.28M
- Clients
- 1
- Regulatory AUM
- $204
- AUM share
- 0.0%
- Avg. per client
- $204
- Clients
- Fewer than 5
- Regulatory AUM
- $409K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $9.8M
- AUM share
- 7.9%
- Avg. per client
- $1.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $76.6K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 142
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Iowa Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are charged at a flat hourly rate of $270 for CFP Professionals and $125 for Administrative Professionals.
Jonathan Glaser owns 75% or more of Iowa Wealth Management. The leadership team of Iowa Wealth Management includes Chief Compliance Officer Jonathan Glaser. It has 4 employees, 2 of them in advisory roles.
Leadership
- Jonathan GlaserChief Compliance Officer and Managing Member
- Elizabeth JohnsonInvestment Adviser Representative
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Iowa Wealth Management, LLC
Jonathan Glaser
Control person · since January 2017
- Owns 10% to 25% of Iowa Wealth Management, LLC
Elizabeth Johnson
since June 2023
Iowa Wealth Management’s regulatory assets grew from $105M (May 2022) to $124M (February 2026); clients rose from 130 to 142 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $124M | 142 | 4 | 1 |
| March 2025 | $111M | 147 | 2 | 1 |
| February 2024 | $112M | 138 | 2 | 1 |
| March 2023 | $106M | 134 | 2 | 1 |
| May 2022 | $105M | 130 | 2 | 1 |
Besides its headquarters, Iowa Wealth Management has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 4601 Westown Parkway, Suite 210, West Des MoinesHQ
Contact and registration details
- Legal name
- Iowa Wealth Management, LLC
- Headquarters
- 4601 Westown Parkway, Suite 210, West Des Moines, IA 50266
- Website
- iowawealth.com
- Phone
- 515-225-1924
- @iowa-wealth-management
- SEC file
- 801-123613
- Structure
- Iowa LLC
- Fiscal year end
- December
Iowa Wealth Management uses Charles Schwab ($123M) as custodian for its separately managed accounts. Iowa Wealth Management has custody of $5.58M in client assets for 10 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $123M100%
At year end, Iowa Wealth Management’s separately managed accounts were mostly in stocks (65%) and funds (17%).
What the accounts hold
- Stocks65%
- Funds17%
- Bonds14%
- U.S. government and agency bonds8%
- Investment grade corporate bonds5%
- State and local bonds1%
- Cash4%
How many clients does Iowa Wealth Management have?
Iowa Wealth Management has 142 clients and manages $124 million for them, as of February 2026. They include 98 individual clients, 38 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Iowa Wealth Management offer?
Iowa Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Iowa Wealth Management use?
Iowa Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Iowa Wealth Management have?
Iowa Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Iowa Wealth Management invest in?
At the end of its last fiscal year, Iowa Wealth Management’s separately managed accounts held 65% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds, 5% investment grade corporate bonds, 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Iowa Wealth Management?
Iowa Wealth Management’s direct owners are Jonathan Glaser (75% or more) and Elizabeth Johnson (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Iowa Wealth Management get paid?
Iowa Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Iowa Wealth Management?
Iowa Wealth Management’s main office is at 4601 Westown Parkway, Suite 210, West Des Moines, IA 50266. Its phone number is 515-225-1924. Its website is iowawealth.com.