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THE INSTITUTE
INSTITUTE FOR WEALTH MANAGEMENT LLC
CRD 127207 · SEC 801-67624
9878 W. BELLEVIEW AVE., #2306, DENVER, CO, 80123, United States
Phone
303-572-3500
Fax
303-572-3515
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.36B
Team
19 total employees; 18 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 612 | $139.1M |
| High net worth individuals | 191 | $1.19B |
| Pooled investment vehicles | 1 | $22.6M |
| Pension/profit sharing plans | 6 | $10.2M |
| Charitable organizations | 3 | $46K |
| Corporations/business entities | 4 | $6.0M |
States served
AZ, CA, CO, IL, IN, KY, LA, MD, MA, MI, NV, NJ, NY, NC, OK, OR, TN, UT, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD