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| IWP Wealth Management LLC
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| |
|---|---|
| CRD # | 136314 |
| SEC # | 801-64549 |
| CIK # | |
| AUM | $3.6 BB (2024-03-28) |
| Employees | 28 (43% Investors, 0% Brokers) |
| Phone | 720-328-9700 |
| Address | 2719 E 3rd Avenue Denver, CO 80206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 58 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 3.6 |
| By Discretionary | ||
| Discretionary | 13 | 0.2 |
| Non-Discretionary | 53 | 3.4 |
| Total | 66 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 66 | 3.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mayflower Financial Advisors LLC
✚
|
MA | 4.7 |
|
Klingenstein Fields & Co LP
✚
|
NY | 4.6 |
|
Westmount Asset Management LLC
✚
|
CA | 4.3 |
|
The Clarius Group LLC
✚
|
WA | 4.0 |
|
Winthrop Capital Management LLC
✚
|
IN | 3.8 |
|
360 One Portfolio Managers Limited
✚
|
3.7 | |
|
Wescott Financial Advisory Group LLC
✚
|
PA | 3.4 |
|
Insigneo Advisory Services LLC
✚
|
FL | 3.1 |
|
Transcend Capital Advisors LLC
✚
|
NJ | 2.9 |
|
Johnson Financial Group LLC
✚
|
CO | 2.5 |