RIA Intel›Advisers›Iowa›HART WEALTH MANAGEMENT LLC

HART WEALTH MANAGEMENT LLC

Advisory

WEST DES MOINES, IA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in IA
#146
of 154 advisers by AUM
Average account
$574K
across 81 accounts
AUM per adviser
$46M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM
$46M
Discretionary %
100%
Clients
18
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$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
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.

UNCOMMON WEALTH PARTNERS, LLC
ANKENY, IA
$47M
HJN ADVISORS, LLP
DES MOINES, IA
$45M
-64.8% 1Y
CLEARWEALTH
$44M
LUNDQUIST, SCHILTZ AND ASSOCIATES, INC.
DES MOINES, IA
$49M
-3.2% 1Y
BUSBEE WEALTH ADVISORS LLC
CEDAR RAPIDS, IA
$44M
BALANCED INVESTMENT ADVISORS, LLC
CEDAR RAPIDS,, IA
$49M

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