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 $3,575,824,101 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136314
SEC#	801-64549
Assets Managed by Firm	$3,575,824,101
No. of Clients	66
No. of Advisors	28

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	66	$3,575,824,101
Individuals (other than high net worth individuals)	4	$1,661,110
High net worth individuals	58	$3,560,481,631

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