Investment adviser · CRD 168113

IWP WEALTH - PRIVATE CLIENT ADVISORS

Investment adviser filing (IA)

IWP WEALTH PCA LLC

DENVER, CO, United States · Form ADV filed Mar 31, 2023

Regulatory AUM
$420M
Form ADV · Item 5.F
Client accounts
942
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
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 individuals60$399,360,07895.0%
Individuals19$9,446,9112.2%
Corporations & businessesFewer than 5$8,630,7252.1%
Retirement plansFewer than 5$2,870,5920.7%
Filing source

Form ADV 1748470 · Mar 31, 2023 · 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

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Fixed

Principal office

2719 EAST THIRD AVENUE
DENVER, CO, 80206, United States

CRD 168113

Filing source

Form ADV 1748470 · Mar 31, 2023 · 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.