Tech stack
No one at Iwealth has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
SEI
Per Form ADV · $161M held · filed Jul 2024
LPL Financial
Per Form ADV · $31M held · filed Jul 2024