RIA Intel›Advisers›Colorado›INSTITUTE FOR WEALTH MANAGEMENT LLC

INSTITUTE FOR WEALTH MANAGEMENT LLC

Advisory

N·DENVER, CO

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+26.7%

3-Year CAGR

+6.0%

Employees

17

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$10M

Discretionary %99.2%

Total Clients817

Team

Total Employees17

Investment Advisers18

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record110

First FilingMay 27, 2003

Latest FilingJul 23, 2026

🔒 Full AUM trend chart and 110 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INSTITUTE FOR WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.