IWP WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 136314
- Registered since
- July 20, 2005
- Website
- iwpfo.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.77%
- Pooled Investment Vehicles0.16%
- Individuals0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
IWP Wealth Management LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2005. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. IWP acts as a capital allocator and as a selector of outside managers; it also serves in sponsor/GP and managing-member roles for pooled vehicles. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
- Other30%
- Private Funds27%
- Public Funds/Mutual Funds17%
- Exchange Traded Equities15%
- Non-Exchange Traded Equities5%
Owners & executives
3 of 3DARRYL LARUE
Principal & Chief Operating OfficerCRD 7089947
CHRISTOPHER HUNTER
Principal, Chief Legal OfficerCRD 7089949
JERREL ARMSTRONG
Principal and Chief Investment OfficerCRD 2818688
Contacts
3 of 14CHARLES WILLHOIT
Principal & PresidentCRD 2773302
TAMARA WARD
PrincipalCRD 4043336
Laurent Treguier
Client Service LeaderCRD 7778247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 2719 E 3rd Ave
- Time zone
- MT (UTC-7)
- Office locations
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