Hart Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,456,671
Total clients
18
72% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$2,580,926
About
Hart Wealth Management is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management and comprehensive financial planning primarily for high‑net‑worth individuals, small businesses, and corporate clients. The firm offers integrated investment-related tax planning as part of its wealth management services and also makes tax preparation and accounting services available under separate engagement agreements.
The firm constructs written investment policy statements for each client and uses a mix of charting, fundamental, and technical analysis to implement long‑term, multi‑asset allocation strategies. Hart Wealth incorporates tax‑aware techniques such as tax‑loss harvesting and asset‑location considerations, and it uses a third‑party platform to review and advise on held‑away retirement accounts and to facilitate rollover recommendations when appropriate.
What distinguishes the firm from most independent peers is that several supervised persons are licensed CPAs and the firm provides tax preparation and accounting services in addition to advisory services, a structure the brochure discloses may create conflicts and addresses by offering clients the choice of outside providers. The firm generally requires a $500,000 account minimum (waivable), manages roughly $46.5 million across a small client base of about 18 households, and does not typically serve lower‑net‑worth retail clients.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Retirement withdrawal strategies
Wealth management
Multi-generational wealth transfer
Fee options
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,000+: 0.35%
Account minimum: $500,000 Minimum fee: $5,000 annually Fee-only: Fee-only basis as a percentage of assets under management with tiered rates and minimum fee of $5,000 annually
Main office location
Hart Wealth Management
5550 Wild Rose Lane, Suite 400
West Des Moines IA 50266, United States
Number of offices
1
Most active in
Hart Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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