Iowa Wealth Management, Llc
- Regulatory AUM
- $124M
- Discretionary
- $123M
- Clients
- 142
- Avg AUM / client
- $873K
- Accounts
- 377
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 98 | $26.9M | 21.7% |
| High net worth individuals | 38 | $86.8M | 70.0% |
| Investment companies | 1 | $204 | 0.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $409K | 0.33% |
| Charitable organizations | 5 | $9.8M | 7.9% |
| Corporations and other businesses | Fewer than 5 clients | $76.6K | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan Mcfarland Clinic, P.C. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Henry Glaser | Chief Compliance Officer And Managing Member | CFP | Jan 2017 (10y) | 75% or more |
| Elizabeth Glaser Johnson | Investment Adviser Representative | Aug 2018 (8y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan | Mcfarland Clinic, P.C. | 1,393 | $488M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $123M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗