# IWEALTH FINANCIAL, LLC

IWEALTH FINANCIAL, LLC of WASECA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 329980
- Type: SEC-registered investment adviser
- SEC file number: 801-129824
- Location: 213 15TH AVENUE NE, WASECA, MN, 56093
- Phone: 507-835-9111
- Latest filing: 2026-03-26
- Regulatory AUM: $311.6M
- Discretionary AUM: $311.6M
- Clients: 14
- Accounts: 721

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Potter | CHIEF COMPLIANCE OFFICER; MEMBER | St. Peter Port, Y7 |
| Bradley Edward Connors | MANAGING MEMBER; PRESIDENT, CEO, AND OWNER | — |
| CONNORS RONALD EDWARD | MANAGING MEMBER; PRESIDENT, CEO, AND OWNER | — |
| Potter Matthew | CHIEF COMPLIANCE OFFICER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329980/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329980/similar
- Related entities: https://search.stillhousedata.com/firm/329980/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329980

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.