Pira Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,500,000
Clients
17
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$205,882
About
Pira Wealth Management provides personalized investment management and financial planning to individual and high‑net‑worth clients. The firm delivers continuous, tailored portfolio advice and custom financial planning engagements, with asset‑based investment management and flat‑fee planning arrangements.
The adviser combines fundamental and technical analysis and employs both long‑ and short‑term strategies, including option‑writing (covered and uncovered) and discretionary trading to act on time‑sensitive market conditions. Portfolios are built through fact‑finding and goal discussions, with periodic reviews and custodial reporting to clients.
Notable features for a firm of this size include a modest asset base (approximately $3.5 million) and a compact client roster while offering relatively sophisticated tools such as uncovered options and negotiable planning engagements, including occasional zero‑fee arrangements for certain clients. The principal’s disclosed outside activity of creating public personal‑finance content via online platforms is also a distinguishing operational detail that the firm has acknowledged in its disclosures.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Flat fees for financial planning services ranging from $500 to $50,000.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Minimum fee: One-time startup fee of $1,000 (negotiable, may be waived) Fee-only: Flat fees for financial planning services ranging from $500 to $50,000; may be charged monthly or quarterly on case-by-case basis, including 0% fee for clients under $500,000 manageable assets based on complexity and scope.
Main office location
Pira Wealth Management
250 12 Th Ave Ste 150
Coralville IA 52241, United States
Number of offices
3
Most active in
Pira Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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