IWG Investment Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
288942
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

IWG Investment Advisors LLC is structured as a limited liability company owned by an individual and operates as a capital allocator that focuses on selecting third‑party advisers rather than managing a broad suite of in‑house strategies. Its documented advisory activity is "selection of other advisers." The firm reports a nonstandard fee structure and does not identify itself as an active ESG investor. It is not described as a multistate adviser, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Torres

    David Torres

    Chief Compliance OfficerCRD 6663794

  • Tyler Cleveland

    Tyler Cleveland

    CEOCRD 4509855

Contacts

1 of 1
  • Thomas Carreras

    Investment Advisor RepresentativeCRD 1815164

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth