Wealth Manager
    SEC Registered
    Manages Private Funds

    Syverson Strege

    Registered investment advisor · West Des Moines, Iowa · CRD #109228

    Assets Under Management
    $911M
    Client Accounts
    1,979
    Employees
    15
    CRD Number
    109228
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Syverson Strege

    Syverson Strege is a fee-only financial planning and investment management firm founded in 1997 in Des Moines, Iowa, dedicated to customized investment strategies and financial freedom for clients. The firm partners with SEI to enhance financial planning services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Syverson Strege's AUM?

    Syverson Strege reports approximately $911M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Syverson Strege headquartered?

    Syverson Strege is headquartered in West Des Moines, Iowa.

    What is Syverson Strege's CRD number?

    Syverson Strege's CRD number is 109228. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Syverson Strege manage?

    Syverson Strege manages approximately 1,979 client accounts according to its latest SEC filing.

    Is Syverson Strege SEC registered?

    Yes, Syverson Strege is registered with the SEC as an investment adviser with an approved registration status.

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