Peter Rothamel
Rothamel Wealth Management · Urbandale, Iowa
Peter Rothamel is a fee-only financial advisor at Rothamel Wealth Management in Urbandale, Iowa. Rothamel Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Rothamel Wealth Management |
|---|---|
| Based in | Urbandale, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40.3M across 317 accounts |
| SEC registration | Investment adviser representative in IA, TX · CRD 4177891 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.rothwm.com |
How Peter's firm compares
- Rothamel Wealth Management's average account is about $127,000, from its Form ADV (assets managed divided by 317 accounts).
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Questions about Peter
Is Peter Rothamel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Rothamel Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Rothamel Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Peter Rothamel based?
Peter Rothamel is based in Urbandale, Iowa.
Is Peter Rothamel registered with the SEC?
Yes. Peter Rothamel is registered as an investment adviser representative in IA and TX (CRD 4177891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Rothamel Wealth Management manage?
Rothamel Wealth Management reports $40.3M across 317 accounts in assets under management.
How do I contact Peter Rothamel?
Through Peter's website, www.rothwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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