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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| IWP Wealth Management LLC
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|---|---|
| CRD # | 136314 |
| SEC # | 801-64549 |
| CIK # | |
| AUM | $3.9 B (2025-03-27) |
| Employees | 31 (35% Investors, 0% Brokers) |
| Phone | 720-328-9700 |
| Address | 2719 E 3rd Avenue Denver, CO 80206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 3.9 |
| By Discretionary | ||
| Discretionary | 20 | 0.3 |
| Non-Discretionary | 51 | 3.6 |
| Total | 71 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 71 | 3.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Portfolio Consulting LLC
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|
WA | 4.8 |
|
Mayflower Financial Advisors LLC
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MA | 4.8 |
|
Klingenstein Fields & Co LP
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NY | 4.7 |
|
The Clarius Group LLC
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WA | 4.7 |
|
Winthrop Capital Management LLC
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|
IN | 3.9 |
|
360 One Portfolio Managers Limited
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|
3.9 | |
|
Wescott Financial Advisory Group LLC
✚
|
PA | 3.7 |
|
Insigneo Advisory Services LLC
✚
|
FL | 3.6 |
|
Transcend Capital Advisors LLC
✚
|
NJ | 3.1 |
|
SYON Capital LLC
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|
CA | 2.9 |