SourcingSourcing

IOWA WEALTH MANAGEMENT, LLC

B53
CRD 286435·SEC 801-123613·WEST DES MOINES, IA
AUM
$123.9M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$372K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IOWA WEALTH MANAGEMENT, LLC
CRD
286435
SEC file #
801-123613
EIN
—
DBA names
—

Economics

AUM
$123.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$104.8M → $123.9M▲ +18%
Client mix
Individuals Other98
Individuals High Net Worth38
Charitable Organizations5
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
iowawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLASER, JONATHAN, HENRY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GLASER, JONATHAN, HENRY
JOHNSON, ELIZABETH, GLASER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IOWAWEALTH.COM
Rdap Domain Creation Date
2011-02-22T19:41:02Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
26,680
Form 5500 Compensation Trajectory 3y
202526,680
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
26,680
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-22T19:41:02Z
Rdap Domain Last Changed
2025-10-17T15:22:58Z
Rdap Nameservers
Ns5.worldnic.comNs6.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1357554
Trust Company Affiliate
No

People (2)

2
GLASER, JONATHAN, HENRY
IAR · Direct Owner · 87.5%
1357554
JOHNSON, ELIZABETH, GLASER
IAR · Direct Owner · 17.5%
6148848