Iwealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 329980
- SEC number
- 801-129824
- Firm type
- RIA
- Assets under management
- $311.6M as of Mar 26, 2026
- Website
- x.com/IWEALTH4ME ↗
- Phone
- 507-835-9111
- Address
- 213 15th Avenue Ne, Waseca, MN, 56093
Advisors at this firm
6 in our index · page 1 of 1
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Bradley Edward ConnorsCRD 2523354 · Waseca, MNIA RegisteredBrokerDisclosure event(s) on record
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Johnathon Percy EykynCRD 7327314 · Waseca, MNIA RegisteredBroker
-
Gary Frank GuentzelCRD 1549711 · Waseca, MNIA RegisteredBroker
-
Jeremy J HerkenhoffCRD 7895497 · Waseca, MNIA RegisteredBroker
-
Shawn Todd PomeroyCRD 4679246 · Waseca, MNIA RegisteredBroker
-
Matthew PotterCRD 7492910 · Waseca, MNIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 329980 ↗
FINRA BrokerCheck record for firm CRD 329980 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.