This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$312MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$312M

Private client RAUM

$305MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$51.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

14

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

721

Individual clients

647

High net worth clients

67

SEC number

801-129824

CRD

329980

Filings on the tape

10

First filed

Mar 1, 2024

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, MN

• Occurred

  Jun 21, 2024
  Team lift-out

  2 advisors left Ica Group Wealth Management, LLC (Denver, CO) for Iwealth on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Mar 1, 2024
  First Form ADV filing

  Iwealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56ddbc47-dab4-67d4-2ac3-fb2ce99f74b6

First observed

Mar 1, 2024

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.