RIA Intel›Advisers›Iowa›PIRA WEALTH MANAGEMENT LLC

PIRA WEALTH MANAGEMENT LLC

Advisory

CORALVILLE, IA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$71K

across 49 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees2

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

17 clients

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

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Advisers of similar size in IA

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

SECURITIES MANAGEMENT AND RESEARCH, INC.

$3M

ALBA FINANCIAL LLC

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$4M

CLARITY CAPITAL MANAGEMENT, INC.

WEST DES MOINES, IA

$4M

CAULDWELL FINANCIAL GROUP INC

WEST DES MOINES, IA

$3M

WEISS FINANCIAL GROUP, LLC

$3M

BLACK MAMMOTH LLC

$2M

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