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 #0001533954
AUM $926.9 MM (2024-08-29)
Employees 3 (33% Investors, 0% Brokers)
Phone303-572-3500
Address9878 W Belleview Ave
Denver, CO 80123
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
100080060040020002002200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 100.6
AAPL 2,382,844.0 27.0
MSFT 1,918,222.4 22.7
AMZN 1,092,997.8 17.6
GOOGL 1,475,138.5 11.0
ADBE 172,760.2 10.4
META 434,852.0 10.3
LRCX 60,793.2 8.0
COST 207,576.9 7.8
SBUX 87,554.3 6.1
View All
Holdings by Sector ($MM)
80064048032016002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Madison Park Harbor Fund LP [2018-02-12] 15.5 19.3
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 540 146.7
(b) Individuals (high net worth individuals) 164 687.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 19.3
(g) Pension and profit sharing plans 104 63.3
(h) Charitable organizations 4 1.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 8.6
(n) Other 0 0.0
Total 1,787 926.9
By Discretionary
Discretionary 1,771 919.2
Non-Discretionary 16 7.7
Total 1,787 926.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 926.9
Total 1,787 926.9
Form D Directors # Filings # Firms 2011 - 2024
Patrick Donnelly 16
Randall Buck 5
Dewey Moore 3
EDGAR Form CIK 2011 - 2024
13F-HR [0001533954]
Comparable Firms State AUM ($BB)
The Leuthold Group LLC
MN 1.1
Ballew Advisors Inc
MS 1.0
Conway Investment Research LLC
MO 1.0
Toews Corporation
NJ 1.0
Generation Capital Management LLC
NY 0.9
Buckingham Capital Management Inc
OH 0.9
Vectors Research Management LLC
NY 0.8
Almanack Investment Partners LLC
PA 0.8
Ashford Capital Management Inc
DE 0.8
Elgethun Capital Management
SD 0.8
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