RIA Intel›Advisers›Iowa›CUNNINGHAM WEALTH MANAGEMENT, L.L.C.

CUNNINGHAM WEALTH MANAGEMENT, L.L.C.

Advisory

DES MOINES, IA

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account

$258K

across 139 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

76 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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