Investment adviser · CRD 136314

IWP WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$4.32B
Form ADV · Item 5.F
Client accounts
77
Accounts, not individual clients
Employees
33
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals68$4,308,106,46099.8%
Pooled investment vehicles3$6,875,2890.2%
Individuals5$2,897,0640.1%
Filing source

Form ADV 2071931 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IWP EVOLUTION FUND I, LPPrivate Equity Fund · Last reported Mar 31, 2021$51.6MGross asset value
Fund administrator MG STOVER & CO DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY
PCAOB 673

Fund details & source
Fund ID
805-6740804103
Reported beneficial owners
68
Minimum commitment
$30K
Form D file number
021-301297

Form ADV 1507504 · Mar 31, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

2719 E. 3RD AVENUE
DENVER, CO, 80206, United States

CRD 136314

Filing source

Form ADV 2071931 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.