IWD Capital Management, LLC
RIASEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$1M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168632
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals90.23%
- HNWI9.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
IWD Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and charges both a percentage-of-AUM fee and performance-based fees. Its investment approach is equity-oriented and not positioned as an ESG-focused manager. The adviser is single-state (not a multi-state adviser) and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Mayur Kenia
Managing MemberCRD 6233573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MID Michigan Insurance And Financial Services LLC
RIABay City, MI
AUM $6.2MTEAM 2REPS 2
Farview Management, LLC
RIAAUM $6.2MTEAM 1REPS 1
Westside Financial Advisors LLC
RIALos Angeles, CA
AUM $6.2MTEAM 1REPS 9
Stadtler Capital Management, LLC
RIAFort Worth, TX
AUM $6.2MTEAM 1REPS 1
Kane Financial Planning
RIAAUM $6.2MTEAM 1REPS 1
Graham Financial
RIAAUM $6.2MTEAM 1REPS 1