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IWP WEALTH MANAGEMENT LLC
CRD 136314 · SEC 801-64549
2719 E. 3RD AVENUE, DENVER, CO, 80206, United States
Phone
720-328-9700
Fax
303-800-9114
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.32B
Discretionary AUM
$308.2M
Team
33 total employees; 14 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.9M |
| High net worth individuals | 68 | $4.31B |
| Pooled investment vehicles | 3 | $6.9M |
States served
CA, CO
All web addresses on file
Official SEC filing: View on IAPD