IWP WEALTH MANAGEMENT LLC

2719 E. 3rd Avenue
Denver, Colorado 80206
Tel: 720-328-9700

About IWP WEALTH MANAGEMENT LLC

IWP WEALTH MANAGEMENT LLC, formally registered with the SEC as IWP WEALTH MANAGEMENT LLC. The firm was established in 07/20/2005. They have over 1 offices throughout the country.

IWP WEALTH MANAGEMENT LLC is a Denver, Colorado based Financial Planning firm with nearly $3,630,643,953 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136314
SEC#	801-64549
Assets Managed by Firm	$3,630,643,953
No. of Clients	63
No. of Advisors	25

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	63	$3,630,643,953
Individuals (other than high net worth individuals)	3	$2,075,261
High net worth individuals	55	$3,613,112,267

Inquire with IWP WEALTH MANAGEMENT LLC

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