Shawn Todd Pomeroy
Investment adviser representative at Iwealth
14 yearsExperience
2 statesRegistered in
$311.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- IwealthApr 2024 to now
- Iwealth Financial, LLCApr 2024 to now
- Ica Group Wealth Management, LLCJul 2021 to now
- LPL Financial LLCNov 2017 to now
- Investment Centers of America, Inc.Apr 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Iwealth
Legal name: Iwealth Financial, LLC
$311.6MAssets managed
714Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4679246
- Firm CRD
- 329980