| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Madison Park Harbor Fund, LP | Hedge | $22M | $250K |
| Mpwm Leonard Green Equity Fund IX, LP | Private Equity | $5.9M | $5.9M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Institute for Wealth Holdings, Inc. Control | Managing Member | Over 75% | 2004 |
| Jeffery Frands Jorgensen Control | Chief Operations Officer | Under 5% | 2010 |
| Matthew Douglas Medeiros Control | President & Cco | Under 5% | 2003 |
Institute for Wealth Management LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Institute for Wealth Management LLC manages 2 private funds with combined gross assets of $27.9 million.
Institute for Wealth Management LLC reports 4 employees.
Institute for Wealth Management LLC is based in Denver, CO and has been SEC-registered since 2007.
Institute for Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9878 W. Belleview Ave., #2306, Denver, CO 80123 |
| Phone | 303-572-3500 |
| Fax | 303-572-3515 |
| Office hours | 8:00a.m. - 5:00p.m. (Close At 3:00p.m. On Fridays) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1533954 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.15B |
| Non-discretionary | $9.2M |
| Total (RAUM) | $1.15B |