INSTITUTE FOR WEALTH MANAGEMENT LLC
Legal name: THE INSTITUTE
CRD #127207 SEC #801-67624 DENVER, CO 303-572-3500
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.1B
Employees
5
Clients
251
Accounts
1,848
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.1B | $9.2M | 5 | 0 |
| Sep 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| Aug 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| Jun 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| Jun 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| May 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| May 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| Apr 2025 | $1.2B | $1.1B | $9.2M | 4 | 0 |
| Mar 2025 | $1.2B | $1.1B | $9.2M | 3 | 0 |
| Dec 2024 | $926.9M | $919.2M | $7.7M | 3 | 0 |
| Sep 2024 | $926.9M | $919.2M | $7.7M | 3 | 0 |
| Aug 2024 | $926.9M | $919.2M | $7.7M | 3 | 0 |
| Jul 2024 | $926.9M | $919.2M | $7.7M | 2 | 0 |
| May 2024 | $926.9M | $919.2M | $7.7M | 2 | 0 |
| May 2024 | $926.9M | $919.2M | $7.7M | 2 | 0 |
| Mar 2024 | $926.9M | $919.2M | $7.7M | 3 | 0 |
| Oct 2023 | $731.8M | $723.5M | $8.3M | 3 | 0 |
| Oct 2023 | $731.8M | $723.5M | $8.3M | 3 | 0 |
| Sep 2023 | $712.6M | $704.3M | $8.3M | 3 | 0 |
| May 2023 | $712.6M | $704.3M | $8.3M | 3 | 0 |
| Apr 2023 | $712.6M | $704.3M | $8.3M | 3 | 0 |
| Mar 2023 | $712.6M | $704.3M | $8.3M | 4 | 0 |
| Jan 2023 | $880.5M | $871.2M | $9.3M | 4 | 0 |
| Dec 2022 | $880.5M | $871.2M | $9.3M | 4 | 0 |
| Oct 2022 | $880.5M | $871.2M | $9.3M | 4 | 0 |
| Mar 2022 | $880.5M | $871.2M | $9.3M | 4 | 0 |
| Jan 2022 | $781.6M | $773.7M | $7.8M | 4 | 0 |
| Jun 2021 | $781.6M | $773.7M | $7.8M | 5 | 0 |
| May 2021 | $781.6M | $773.7M | $7.8M | 5 | 0 |
| Mar 2021 | $781.6M | $773.7M | $7.8M | 5 | 0 |
| Mar 2021 | $660.2M | $660.1M | $134K | 2 | 48 |
| Mar 2021 | $660.2M | $660.1M | $134K | 3 | 48 |
| Jan 2021 | $660.2M | $660.1M | $134K | 3 | 48 |
| Dec 2020 | $660.2M | $660.1M | $134K | 4 | 48 |
| Sep 2020 | $660.2M | $660.1M | $134K | 4 | 48 |
| Sep 2020 | $660.2M | $660.1M | $134K | 4 | 48 |
| Jul 2020 | $660.2M | $660.1M | $134K | 4 | 48 |
| Jul 2020 | $660.2M | $660.1M | $134K | 4 | 48 |
| Jun 2020 | $660.2M | $660.1M | $134K | 3 | 48 |
| Apr 2020 | $660.2M | $660.1M | $134K | 2 | 48 |
| Mar 2020 | $660.2M | $660.1M | $134K | 2 | 48 |
| Dec 2019 | $855.9M | $773.5M | $82.4M | 5 | 0 |
| Dec 2019 | $855.9M | $773.5M | $82.4M | 5 | 0 |
| Dec 2019 | $855.9M | $773.5M | $82.4M | 5 | 0 |
| Oct 2019 | $855.9M | $773.5M | $82.4M | 5 | 0 |
| Jul 2019 | $855.9M | $773.5M | $82.4M | 5 | 0 |
| May 2019 | $841.4M | $759M | $82.4M | 5 | 0 |
| Apr 2019 | $841.4M | $759M | $82.4M | 5 | 0 |
| Mar 2019 | $841.4M | $759M | $82.4M | 5 | 0 |
| Feb 2019 | $853.2M | $740.2M | $113M | 6 | 0 |
| Jan 2019 | $926.2M | $825.3M | $100.9M | 6 | 0 |
| Mar 2018 | $926.2M | $825.3M | $100.9M | 6 | 0 |
| Jan 2018 | $819.4M | $728.7M | $90.7M | 9 | 0 |
| Jan 2018 | $819.4M | $728.7M | $90.7M | 9 | 0 |
| Nov 2017 | $819.4M | $728.7M | $90.7M | 9 | 0 |
| Aug 2017 | $754.1M | $667.7M | $86.3M | 10 | 3,320 |
| Jun 2017 | $754.1M | $667.7M | $86.3M | 7 | 3,320 |
| Apr 2017 | $502.5M | $420.9M | $81.6M | 7 | 2,263 |
| Mar 2017 | $165.3M | $100.6M | $64.6M | 7 | 1,000 |
| Feb 2017 | $185M | $125.3M | $59.7M | 7 | 999 |
| Feb 2017 | $185M | $125.3M | $59.7M | 7 | 999 |
| Feb 2017 | $185M | $125.3M | $59.7M | 7 | 999 |
| Apr 2016 | $185M | $125.3M | $59.7M | 7 | 999 |
| Mar 2016 | $185M | $125.3M | $59.7M | 7 | 999 |
| Mar 2016 | $185M | $125.3M | $59.7M | 7 | 999 |
| Apr 2015 | $232.6M | $164.1M | $68.6M | 6 | 817 |
| Mar 2015 | $232.6M | $164.1M | $68.6M | 6 | 817 |
| Dec 2014 | $311.7M | $241.2M | $70.5M | 9 | 1,803 |
| Jul 2014 | $311.7M | $241.2M | $70.5M | 9 | 1,803 |
| May 2014 | $311.7M | $241.2M | $70.5M | 9 | 1,803 |
| Mar 2014 | $311.7M | $241.2M | $70.5M | 9 | 1,803 |
| Feb 2014 | $367M | $301.8M | $65.3M | 9 | 1,100 |
| Jul 2013 | $367M | $301.8M | $65.3M | 9 | 1,100 |
| May 2013 | $249.7M | $189M | $60.7M | 9 | 1,100 |
| Apr 2013 | $249.7M | $189M | $60.7M | 9 | 1,100 |
| Mar 2013 | $249.7M | $189M | $60.7M | 9 | 1,100 |
| Feb 2013 | $267.7M | $239.1M | $28.6M | 10 | 1,400 |
| Feb 2013 | $267.7M | $239.1M | $28.6M | 10 | 1,400 |
| Nov 2012 | $267.7M | $239.1M | $28.6M | 10 | 1,400 |
| Aug 2012 | $267.7M | $239.1M | $28.6M | 6 | 1,400 |
| May 2012 | $267.7M | $239.1M | $28.6M | 6 | 1,400 |
| Mar 2012 | $267.7M | $239.1M | $28.6M | 6 | 1,400 |
| Jan 2012 | $208.6M | $177.8M | $30.9M | 6 | 1,000 |
| Aug 2011 | $208.6M | $177.8M | $30.9M | 10 | -- |
| Aug 2011 | $208.6M | $177.8M | $30.9M | 10 | -- |
| Jun 2011 | $208.6M | $177.8M | $30.9M | 10 | -- |
| May 2011 | $208.6M | $177.8M | $30.9M | 10 | -- |
| Mar 2011 | $208.6M | $177.8M | $30.9M | 10 | -- |
| Mar 2011 | $208.6M | $177.8M | $30.9M | 10 | -- |
| Oct 2010 | $94.1M | $94.1M | $35K | 5 | -- |
| Sep 2010 | $94.1M | $94.1M | $35K | 5 | -- |
| Jul 2010 | $94.1M | $94.1M | $35K | 5 | -- |
| Apr 2010 | $94.1M | $94.1M | $35K | 5 | -- |
| Mar 2010 | $94.1M | $94.1M | $35K | 5 | -- |
| Mar 2008 | $124.3M | $96.4M | $27.9M | 10 | -- |
| Mar 2008 | $124.3M | $96.4M | $27.9M | 10 | -- |
| Dec 2007 | $103.9M | $77.4M | $26.6M | 10 | -- |
| Aug 2007 | $103.9M | $77.4M | $26.6M | 10 | -- |
| Mar 2007 | $45M | $45M | $0 | 10 | -- |
| Feb 2007 | $45M | $45M | $0 | 10 | -- |
| Aug 2004 | $2.9M | $2.9M | $0 | 5 | -- |
| Aug 2004 | $2.9M | $2.9M | $0 | 5 | -- |
| Jun 2004 | $2.9M | $2.9M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees5
Clients0
DateSep 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateJun 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateJun 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees4
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$9.2M
Employees3
Clients0
DateDec 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees3
Clients0
DateSep 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees3
Clients0
DateAug 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees3
Clients0
DateJul 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees2
Clients0
DateMay 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees2
Clients0
DateMay 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees2
Clients0
DateMar 2024
Total AUM$926.9M
Discretionary$919.2M
Non-Disc.$7.7M
Employees3
Clients0
DateOct 2023
Total AUM$731.8M
Discretionary$723.5M
Non-Disc.$8.3M
Employees3
Clients0
DateOct 2023
Total AUM$731.8M
Discretionary$723.5M
Non-Disc.$8.3M
Employees3
Clients0
DateSep 2023
Total AUM$712.6M
Discretionary$704.3M
Non-Disc.$8.3M
Employees3
Clients0
DateMay 2023
Total AUM$712.6M
Discretionary$704.3M
Non-Disc.$8.3M
Employees3
Clients0
DateApr 2023
Total AUM$712.6M
Discretionary$704.3M
Non-Disc.$8.3M
Employees3
Clients0
DateMar 2023
Total AUM$712.6M
Discretionary$704.3M
Non-Disc.$8.3M
Employees4
Clients0
DateJan 2023
Total AUM$880.5M
Discretionary$871.2M
Non-Disc.$9.3M
Employees4
Clients0
DateDec 2022
Total AUM$880.5M
Discretionary$871.2M
Non-Disc.$9.3M
Employees4
Clients0
DateOct 2022
Total AUM$880.5M
Discretionary$871.2M
Non-Disc.$9.3M
Employees4
Clients0
DateMar 2022
Total AUM$880.5M
Discretionary$871.2M
Non-Disc.$9.3M
Employees4
Clients0
DateJan 2022
Total AUM$781.6M
Discretionary$773.7M
Non-Disc.$7.8M
Employees4
Clients0
DateJun 2021
Total AUM$781.6M
Discretionary$773.7M
Non-Disc.$7.8M
Employees5
Clients0
DateMay 2021
Total AUM$781.6M
Discretionary$773.7M
Non-Disc.$7.8M
Employees5
Clients0
DateMar 2021
Total AUM$781.6M
Discretionary$773.7M
Non-Disc.$7.8M
Employees5
Clients0
DateMar 2021
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees2
Clients48
DateMar 2021
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees3
Clients48
DateJan 2021
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees3
Clients48
DateDec 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees4
Clients48
DateSep 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees4
Clients48
DateSep 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees4
Clients48
DateJul 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees4
Clients48
DateJul 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees4
Clients48
DateJun 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees3
Clients48
DateApr 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees2
Clients48
DateMar 2020
Total AUM$660.2M
Discretionary$660.1M
Non-Disc.$134K
Employees2
Clients48
DateDec 2019
Total AUM$855.9M
Discretionary$773.5M
Non-Disc.$82.4M
Employees5
Clients0
DateDec 2019
Total AUM$855.9M
Discretionary$773.5M
Non-Disc.$82.4M
Employees5
Clients0
DateDec 2019
Total AUM$855.9M
Discretionary$773.5M
Non-Disc.$82.4M
Employees5
Clients0
DateOct 2019
Total AUM$855.9M
Discretionary$773.5M
Non-Disc.$82.4M
Employees5
Clients0
DateJul 2019
Total AUM$855.9M
Discretionary$773.5M
Non-Disc.$82.4M
Employees5
Clients0
DateMay 2019
Total AUM$841.4M
Discretionary$759M
Non-Disc.$82.4M
Employees5
Clients0
DateApr 2019
Total AUM$841.4M
Discretionary$759M
Non-Disc.$82.4M
Employees5
Clients0
DateMar 2019
Total AUM$841.4M
Discretionary$759M
Non-Disc.$82.4M
Employees5
Clients0
DateFeb 2019
Total AUM$853.2M
Discretionary$740.2M
Non-Disc.$113M
Employees6
Clients0
DateJan 2019
Total AUM$926.2M
Discretionary$825.3M
Non-Disc.$100.9M
Employees6
Clients0
DateMar 2018
Total AUM$926.2M
Discretionary$825.3M
Non-Disc.$100.9M
Employees6
Clients0
DateJan 2018
Total AUM$819.4M
Discretionary$728.7M
Non-Disc.$90.7M
Employees9
Clients0
DateJan 2018
Total AUM$819.4M
Discretionary$728.7M
Non-Disc.$90.7M
Employees9
Clients0
DateNov 2017
Total AUM$819.4M
Discretionary$728.7M
Non-Disc.$90.7M
Employees9
Clients0
DateAug 2017
Total AUM$754.1M
Discretionary$667.7M
Non-Disc.$86.3M
Employees10
Clients3,320
DateJun 2017
Total AUM$754.1M
Discretionary$667.7M
Non-Disc.$86.3M
Employees7
Clients3,320
DateApr 2017
Total AUM$502.5M
Discretionary$420.9M
Non-Disc.$81.6M
Employees7
Clients2,263
DateMar 2017
Total AUM$165.3M
Discretionary$100.6M
Non-Disc.$64.6M
Employees7
Clients1,000
DateFeb 2017
Total AUM$185M
Discretionary$125.3M
Non-Disc.$59.7M
Employees7
Clients999
DateFeb 2017
Total AUM$185M
Discretionary$125.3M
Non-Disc.$59.7M
Employees7
Clients999
DateFeb 2017
Total AUM$185M
Discretionary$125.3M
Non-Disc.$59.7M
Employees7
Clients999
DateApr 2016
Total AUM$185M
Discretionary$125.3M
Non-Disc.$59.7M
Employees7
Clients999
DateMar 2016
Total AUM$185M
Discretionary$125.3M
Non-Disc.$59.7M
Employees7
Clients999
DateMar 2016
Total AUM$185M
Discretionary$125.3M
Non-Disc.$59.7M
Employees7
Clients999
DateApr 2015
Total AUM$232.6M
Discretionary$164.1M
Non-Disc.$68.6M
Employees6
Clients817
DateMar 2015
Total AUM$232.6M
Discretionary$164.1M
Non-Disc.$68.6M
Employees6
Clients817
DateDec 2014
Total AUM$311.7M
Discretionary$241.2M
Non-Disc.$70.5M
Employees9
Clients1,803
DateJul 2014
Total AUM$311.7M
Discretionary$241.2M
Non-Disc.$70.5M
Employees9
Clients1,803
DateMay 2014
Total AUM$311.7M
Discretionary$241.2M
Non-Disc.$70.5M
Employees9
Clients1,803
DateMar 2014
Total AUM$311.7M
Discretionary$241.2M
Non-Disc.$70.5M
Employees9
Clients1,803
DateFeb 2014
Total AUM$367M
Discretionary$301.8M
Non-Disc.$65.3M
Employees9
Clients1,100
DateJul 2013
Total AUM$367M
Discretionary$301.8M
Non-Disc.$65.3M
Employees9
Clients1,100
DateMay 2013
Total AUM$249.7M
Discretionary$189M
Non-Disc.$60.7M
Employees9
Clients1,100
DateApr 2013
Total AUM$249.7M
Discretionary$189M
Non-Disc.$60.7M
Employees9
Clients1,100
DateMar 2013
Total AUM$249.7M
Discretionary$189M
Non-Disc.$60.7M
Employees9
Clients1,100
DateFeb 2013
Total AUM$267.7M
Discretionary$239.1M
Non-Disc.$28.6M
Employees10
Clients1,400
DateFeb 2013
Total AUM$267.7M
Discretionary$239.1M
Non-Disc.$28.6M
Employees10
Clients1,400
DateNov 2012
Total AUM$267.7M
Discretionary$239.1M
Non-Disc.$28.6M
Employees10
Clients1,400
DateAug 2012
Total AUM$267.7M
Discretionary$239.1M
Non-Disc.$28.6M
Employees6
Clients1,400
DateMay 2012
Total AUM$267.7M
Discretionary$239.1M
Non-Disc.$28.6M
Employees6
Clients1,400
DateMar 2012
Total AUM$267.7M
Discretionary$239.1M
Non-Disc.$28.6M
Employees6
Clients1,400
DateJan 2012
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees6
Clients1,000
DateAug 2011
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees10
Clients--
DateAug 2011
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees10
Clients--
DateJun 2011
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees10
Clients--
DateMay 2011
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees10
Clients--
DateMar 2011
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees10
Clients--
DateMar 2011
Total AUM$208.6M
Discretionary$177.8M
Non-Disc.$30.9M
Employees10
Clients--
DateOct 2010
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$35K
Employees5
Clients--
DateSep 2010
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$35K
Employees5
Clients--
DateJul 2010
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$35K
Employees5
Clients--
DateApr 2010
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$35K
Employees5
Clients--
DateMar 2010
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$35K
Employees5
Clients--
DateMar 2008
Total AUM$124.3M
Discretionary$96.4M
Non-Disc.$27.9M
Employees10
Clients--
DateMar 2008
Total AUM$124.3M
Discretionary$96.4M
Non-Disc.$27.9M
Employees10
Clients--
DateDec 2007
Total AUM$103.9M
Discretionary$77.4M
Non-Disc.$26.6M
Employees10
Clients--
DateAug 2007
Total AUM$103.9M
Discretionary$77.4M
Non-Disc.$26.6M
Employees10
Clients--
DateMar 2007
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees5
Clients--