Institute for Wealth Management LLC
● SEC registered since 2007CRD 127207SEC# 801-67624Denver, CO
Ranks #2,624 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.37B
Fund GAV
$27.9M
Private funds
2
Employees
19
Accounts
1,684
Location
Denver, CO
Institute for Wealth Management LLC assets under management
Institute for Wealth Management LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2007. It reports $1.4 billion in regulatory assets under management and employs 19 people. Institute for Wealth Management LLC manages 2 private funds with combined gross assets of $27.9 million, including Madison Park Harbor Fund, LP. By regulatory assets, it ranks 2,624 of 6,004 private fund managers.
Institute for Wealth Management LLC private funds
2 funds · $27.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Madison Park Harbor Fund, LP | Hedge | $22M | $250K |
| Mpwm Leonard Green Equity Fund IX, LP | Private Equity | $5.9M | $5.9M |
Institute for Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Institute for Wealth Holdings, Inc. Control | Managing Member | Over 75% | 2004 |
| Jeffery Frands Jorgensen Control | Chief Operations Officer | Under 5% | 2010 |
| Matthew Douglas Medeiros Control | President & Cco | Under 5% | 2003 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Institute for Wealth Management LLC manage?
Institute for Wealth Management LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Institute for Wealth Management LLC manage?
Institute for Wealth Management LLC manages 2 private funds with combined gross assets of $27.9 million.
How many employees does Institute for Wealth Management LLC have?
Institute for Wealth Management LLC reports 19 employees.
Where is Institute for Wealth Management LLC located?
Institute for Wealth Management LLC is based in Denver, CO and has been SEC-registered since 2007.
Does Institute for Wealth Management LLC disclose fund performance?
Institute for Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9878 W. Belleview Ave., #2306, Denver, CO 80123 |
| Phone | 303-572-3500 |
| Fax | 303-572-3515 |
| Office hours | 8:00a.m. - 5:00p.m. (Close At 3:00p.m. On Fridays) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1533954 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.37B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.36BNon-discretionary $10.4M
Fund type mix
Hedge1
Private Equity1