RIA Intel›Advisers›Iowa›PARTNER WEALTH PLANNING, LLC

PARTNER WEALTH PLANNING, LLC

Advisory

IA

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in IA
#129
of 154 advisers by AUM
Average account
$487K
across 162 accounts
AUM per adviser
$79M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM
$79M
Discretionary %
97.6%
Clients
35
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$79M
Discretionary AUM$77M
Non-Discretionary AUM$2M
Discretionary %97.6%
Total Clients35
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

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

TOWER PENSION SPECIALISTS INC
CEDAR RAPIDS, IA
$79M
-7.4% 1Y
PROSPECTIVE VALUE PARTNERS LLC
DES MOINES, IA
$76M
THOMPSON CAPITAL MANAGEMENT, LLC
WEST DES MOINES, IA
$76M
-16.3% 1Y
LONGENECKER FINANCIAL SERVICES, L.L.C.
DES MOINES, IA
$82M
TS BANK
TREYNOR, IA
$86M
-55.1% 1Y
VITAL CAPITAL LLC
CLINTON, IA
$71M

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