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Iwp Wealth Management LLC

● SEC registered since 2005CRD 136314SEC# 801-64549Denver, CO
Export (members)
Reg. AUM
$3.91B
Employees
31
Accounts
71
Location
Denver, CO

Iwp Wealth Management LLC assets under management

Iwp Wealth Management LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2005. It reports $3.9 billion in regulatory assets under management and employs 31 people.

Iwp Wealth Management LLC owners & executives

8 reported
NameTitleOwnershipSince
Charles Alexander Willhoit ControlPresident50-75%2005
Christopher Jon HunterChief Compliance Officer5-10%2020
Darryl Edwin LarueChief Operating Officer5-10%2018
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Frequently asked questions

How much does Iwp Wealth Management LLC manage?

Iwp Wealth Management LLC reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Iwp Wealth Management LLC have?

Iwp Wealth Management LLC reports 31 employees.

Where is Iwp Wealth Management LLC located?

Iwp Wealth Management LLC is based in Denver, CO and has been SEC-registered since 2005.

Does Iwp Wealth Management LLC disclose fund performance?

Iwp Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2719 E. 3rd Avenue, Denver, CO 80206
Phone720-328-9700
Fax303-800-9114
Office hours9a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$259.9M
Non-discretionary$3.65B
Total (RAUM)$3.91B