Institute for Wealth Management LLC

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Assets, Funds, Holdings

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Institute for Wealth Management LLC
CRD #127207
SEC #801-67624
CIK #1533954
AUM $855.9 MM (90% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone303-572-3500
Address1776 Lincoln St
Denver, CO 80203-1022
Links IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VOO 20.4
SPY 11.4
AAPL 843,560.0 10.7
MSFT 865,660.0 6.6
RESN 80.7 5.8
AMZN 820,610.0 5.7
BAC 279,520.0 5.3
BA 226,000.0 4.9
SHY 4.9
FB 491,090.0 4.5
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Madison Park Harbor Fund LP 2018-12-04external
15.5
14.6
View All
Fund Directors # Filings # Firms
Randall Buck 1 1
Patrick Donnelly 1 1
Dewey Moore 1 1
Comparable Firms State AUM ($BB)
Cornercap Investment Counsel Inc
GA
1.1
Deschutes Portfolio Strategy LLC
OR
1.0
Anfield Capital Management LLC
CA
1.0
CTC Consulting LLC
OR
0.9
Ashford Capital Management Inc
DE
0.9
Almanack Investment Partners LLC
PA
0.8
Griffin Asset Management LLC
NY
0.7
Diastole Wealth Management Inc
CT
0.6
Ballew Advisors Inc
MS
0.6
Generation Capital Management LLC
NY
0.6