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Iea Wealth Management LLC (Ankeny)


Iea Wealth Management LLC is a mid-sized advisory firm based in Ankeny. It manages $45 million of regulatory assets for 705 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Iowa, Minnesota, Nebraska, and Texas.

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Iea Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iea Wealth Management: assets under management

The assets under management (AUM) of Iea Wealth Management LLC is $45 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $47.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iea Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ankeny

The principal office where Iea Wealth Management LLC performs its advisory services is located at 510 Sw 3 Rd Street, Ankeny, IA 50023, which is also the mailing address of the firm. An additional office of the firm is in Cannon Falls, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515 965 8585 or by fax 515-965-8588. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.ieawealth.com.


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