Investment adviser · CRD 127207

THE INSTITUTE

Investment adviser filing (IA)

INSTITUTE FOR WEALTH MANAGEMENT LLC

DENVER, CO, United States · Form ADV filed Jul 23, 2026

Regulatory AUM: $1.37B
Client accounts: 1,684
Employees: 18
Advisory professionals: 17

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	191	$1,192,396,207	87.0%
Individuals	612	$139,053,906	10.1%
Pooled investment vehicles	1	$22,600,010	1.6%
Retirement plans	6	$10,160,080	0.7%
Corporations & businesses	Fewer than 5	$6,015,365	0.4%
Charities	Fewer than 5	$46,498	0.0%

Filing source

Form ADV 2121595 · Jul 23, 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

2 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.

MADISON PARK HARBOR FUND, LPHedge Fund · Last reported Jul 23, 2026$22MGross asset value

Form D fundraising filings

Madison Park Harbor Fund, LP

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-4146807940
Reported beneficial owners: 22
Minimum commitment: $250K
Form D file number: 021-327120

Form ADV 2121595 · Jul 23, 2026 · 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.

MPWM LEONARD GREEN EQUITY FUND IX, LPPrivate Equity Fund · Last reported Jul 23, 2026$5.93MGross asset value

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-1712445929
Reported beneficial owners: 16
Minimum commitment: $5.93M

Form ADV 2121595 · Jul 23, 2026 · 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: Jul 23, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9878 W. BELLEVIEW AVE., #2306
DENVER, CO, 80123, United States

CRD 127207

Filing source

Form ADV 2121595 · Jul 23, 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.