RIA Intel›Advisers›Kentucky›IPWM, LLC

IPWM, LLC

Advisory

LOUISVILLE, KY

Data as of Jul 28, 2026 · Source: SEC Form ADV

Average account
$483K
across 60 accounts
AUM per adviser
$29M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

MID CENTRAL FINANCIAL ADVISORS, INC.
COVINGTON, KY
$30M
TKM FINANCIAL SERVICES, LLC
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$28M
MICHAEL GERARD BUCK
CRESTWOOD, KY
$28M
STITH FINANCIAL PLANNING, LLC
BRANDENBURG, KY
$30M
DMLO WEALTH PLANNING, LLC
LOUISVILLE, KY
$30M
LACH FINANCIAL, LLC
LOUISVILLE, KY
$28M

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