Iwp Wealth Management LLC
● SEC registered since 2005CRD 136314SEC# 801-64549Denver, CO
Reg. AUM
$4.32B
Employees
33
Accounts
77
Location
Denver, CO
Iwp Wealth Management LLC assets under management
Iwp Wealth Management LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2005. It reports $4.3 billion in regulatory assets under management and employs 33 people.
Iwp Wealth Management LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Alexander Willhoit Control | President | 10-25% | 2005 |
| Christopher Jon Hunter | Chief Compliance Officer | 5-10% | 2020 |
| Darryl Edwin Larue | Chief Operating Officer | 5-10% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Iwp Wealth Management LLC manage?
Iwp Wealth Management LLC reports $4.3 billion in regulatory assets under management on its Form ADV.
How many employees does Iwp Wealth Management LLC have?
Iwp Wealth Management LLC reports 33 employees.
Where is Iwp Wealth Management LLC located?
Iwp Wealth Management LLC is based in Denver, CO and has been SEC-registered since 2005.
Does Iwp Wealth Management LLC disclose fund performance?
Iwp 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 | 2719 E. 3rd Avenue, Denver, CO 80206 |
| Phone | 720-328-9700 |
| Fax | 303-800-9114 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.32B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$4.32Bregulatory AUM
Discretionary $308.2MNon-discretionary $4.01B