RIA Intel›Advisers›Iowa›BALLHEIM FINANCIAL LLC

BALLHEIM FINANCIAL LLC

Advisory

IA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$351K
across 92 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
37
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
CORALVILLE, IA
$32M
0.0% 1Y
DESLA WEALTH MANAGEMENT LLC
WEST DES MOINES, IA
$33M
VAN HEUVELEN, WAYNE F.
DES MOINES, IA
$35M
JEPSEN ENTERPRISES, INC.
$35M
CUNNINGHAM WEALTH MANAGEMENT, L.L.C.
DES MOINES, IA
$36M
HOGAN CAPITAL MANAGEMENT, INC.
WATERL00, IA
$28M
+17.6% 1Y

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