Overview
Assets Under Management: $420 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 60
Average Client Assets: $6.7 million
Frequently Asked Questions
IWP WEALTH - PRIVATE CLIENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168113), IWP WEALTH - PRIVATE CLIENT ADVISORS is subject to fiduciary duty under federal law.
IWP WEALTH - PRIVATE CLIENT ADVISORS is headquartered in DENVER, CO.
IWP WEALTH - PRIVATE CLIENT ADVISORS serves 60 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, IWP WEALTH - PRIVATE CLIENT ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
IWP WEALTH - PRIVATE CLIENT ADVISORS manages $420 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, IWP WEALTH - PRIVATE CLIENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.02%
Average Client Assets: $6.7 million
Total Client Accounts: 942
Discretionary Accounts: 315
Non-Discretionary Accounts: 627
Regulatory Filings
CRD Number: 168113
Filing ID: 1747998
Last Filing Date: 2023-03-31 15:55:00