A complete list of active advisors currently associated with Iwealth

Warmer can help you find a great advisor at Iwealth or one who fits your needs even better.

iWealth Financial, LLC serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities, providing discretionary investment management, standalone financial planning, and retirement plan consulting; the firm also refers clients to third‑party money managers. As of 12/31/2025 the firm reports $311.6 million in discretionary assets under management and a five‑advisor team. Portfolios are constructed using asset‑allocation frameworks and a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — with regular monitoring and rebalancing to duration and risk targets; investments may include individual stocks and bonds, ETFs, mutual funds, and fixed‑income instruments. The firm can act with investment discretion, conducts due diligence and ongoing reviews of third‑party managers, and may use margin and certain options strategies while maintaining conservative cash holdings for fee debits. Noteworthy for a firm of this size, representatives are dually registered as broker‑dealer registered representatives of LPL Financial and are licensed insurance agents, enabling commissionable securities sales and insurance product placements alongside advisory services — relationships and potential conflicts are disclosed in the brochure. The firm, formed in 2024 and owned by KC Holdings I, LLC, operates through multiple custodians (LPL, SEI, Schwab) and documents procedures for third‑party money movement and custody oversight.

To learn more about the advisors currently working at Iwealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.