HART WEALTH MANAGEMENT

HART WEALTH MANAGEMENT of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 338236). Regulatory assets under management: $46.5M.

Registration

• CRD: 338236
• Type: Registered investment adviser
• Location: 5550 WILD ROSE LANE, WEST DES MOINES, IA, 50266
• Phone: 5152298722
• Latest filing: 2026-07-01
• Regulatory AUM: $46.5M
• Discretionary AUM: $46.5M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search