Fee-only adviser · West Des Moines, IA
Hart Wealth Management
Hart Wealth Management is a fee-only investment adviser registered with the securities regulator of Iowa, with its main office in West Des Moines, Iowa. On its latest Form ADV, filed November 3, 2026, it reports $46M in regulatory assets under management, 18 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Iowa |
|---|---|
| Firm CRD number | 338236 |
| Office | 5550 Wild Rose Lane Suite 400 West Des Moines, IA 50266 |
| Phone | (515) 229-8722 |
| Website | hartwm.com |
| Regulatory assets under management | $46M |
| Individual clients | 5 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Des Moines
- Five Talents Financial Management Group LLC $256M
- Syverson Strege $911M
- Boyle Capital $342M
- BSC Capital Partners, LLC $126M
- Valiant Wealth, LLC $423M
- Iowa Wealth Management, LLC $124M
See all 10 fee-only advisers in West Des Moines →
Nearby
- Clive 5 firms
- Waukee 1 firm
- Urbandale 4 firms
- Windsor Heights 1 firm
- Des Moines 7 firms
- Johnston 3 firms
- Ankeny 2 firms
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