{"url":"https://nivawealth.com/firms/iowa-wealth-management-286435","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286435","regulatoryAum":123925708,"crd":"286435","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1357554","suffix":null,"lastName":"GLASER","firstName":"JONATHAN","middleName":"HENRY"},{"crd":"6148848","suffix":null,"lastName":"JOHNSON","firstName":"ELIZABETH","middleName":"GLASER"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-26","regulatoryAum":104773155,"clients":130,"employees":2,"offices":1},{"filedOn":"2023-03-16","regulatoryAum":105834444,"clients":134,"employees":2,"offices":1},{"filedOn":"2024-02-05","regulatoryAum":112218663,"clients":138,"employees":2,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":110885859,"clients":147,"employees":2,"offices":1},{"filedOn":"2026-02-09","regulatoryAum":123925708,"clients":142,"employees":4,"offices":1}],"secFileNumber":"801-123613","legalName":"Iowa Wealth Management, LLC","displayName":"Iowa Wealth Management","slug":"iowa-wealth-management-286435","website":"https://iowawealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/286435/c0f0f8d5957faeca-r1.webp","tone":"light","width":969,"height":200,"sourceUrl":"https://iowawealth.com/","sourceLabel":"Iowa Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/iowa-wealth-management/","xUrl":"https://twitter.com/iowa_wealth","founded":null,"organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4601 Westown Parkway, Suite 210","city":"West Des Moines","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50266"},"tradeNames":[],"registration":{"secApproved":"5 April 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and consulting are charged at a flat hourly rate of $270 for CFP Professionals and $125 for Administrative Professionals.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007331","versionId":1007331,"submittedOn":"2026-02-09","documentName":"FORM ADV PART 2 AND 2B 020926"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:40:58.821083+00:00","documents":[{"name":"FORM ADV PART 2 AND 2B 020926","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007331","versionId":1007331,"submittedOn":"2026-02-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":122744781}],"custodyNote":"Iowa Wealth Management has custody of $5.58M in client assets for 10 clients.","otherCustodians":[],"leadership":[{"name":"Jonathan Glaser","title":"Chief Compliance Officer and Managing Member","crd":"1357554"},{"name":"Elizabeth Johnson","title":"Investment Adviser Representative","crd":"6148848"}],"ownership":[{"label":"Jonathan Glaser","detail":"Chief compliance officer and managing member in the 75% or more ownership band and a control person, since January 2017."},{"label":"Elizabeth Johnson","detail":"Investment adviser representative in the 10% to 25% ownership band, since June 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"4601 Westown Parkway, Suite 210","city":"West Des Moines","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-225-1924","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"U.S. government/agency bonds","percent":8},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"9 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286435/PDF/286435.pdf","brochureDate":"9 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007331","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Iowa Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Iowa Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Iowa Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Iowa Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Iowa Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Iowa Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Iowa Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Iowa Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}