IWEALTH FINANCIAL, LLC of WASECA, MN is an SEC-registered investment adviser (CRD 329980). Regulatory assets under management: $311.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |