TEACHER WEALTH

TEACHER WEALTH is an SEC-registered investment adviser (CRD 309400). Regulatory assets under management: $18.2M.

Registration

• CRD: 309400
• Type: Registered investment adviser
• Phone: (515) 985-5500
• Latest filing: 2026-03-18
• Regulatory AUM: $18.2M
• Discretionary AUM: $17.4M
• Non-discretionary AUM: $796K
• Clients: 1
• Accounts: 212

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309400 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search