IWP WEALTH MANAGEMENT LLC
CRD #136314 SEC #801-64549 DENVER, CO 720-328-9700
SEC Registered
Total AUM
$3.9B
Discretionary
$259.9M
Employees
31
Clients
51
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.9B | $259.9M | $3.6B | 31 | 0 |
| Sep 2025 | $3.9B | $259.9M | $3.6B | 31 | 0 |
| Mar 2025 | $3.9B | $259.9M | $3.6B | 31 | 0 |
| Mar 2024 | $3.6B | $217.8M | $3.4B | 28 | 0 |
| May 2023 | $3.6B | $206M | $3.4B | 25 | 0 |
| Mar 2023 | $3.6B | $206M | $3.4B | 25 | 0 |
| Mar 2022 | $2.8B | $235M | $2.5B | 22 | 0 |
| Mar 2021 | $2.1B | $211.3M | $1.9B | 23 | 0 |
| Jun 2020 | $2B | $189M | $1.8B | 21 | 0 |
| Apr 2020 | $2B | $189M | $1.8B | 21 | 0 |
| Mar 2019 | $2B | $211.5M | $1.8B | 20 | 0 |
| Dec 2018 | $1.7B | $71.4M | $1.6B | 14 | 0 |
| Mar 2018 | $1.7B | $71.4M | $1.6B | 14 | 0 |
| Mar 2017 | $1.4B | $104.7M | $1.3B | 15 | 26 |
| Oct 2016 | $1.5B | $95.7M | $1.4B | 9 | 26 |
| Mar 2016 | $1.5B | $95.7M | $1.4B | 9 | 26 |
| Mar 2015 | $1.3B | $42M | $1.3B | 9 | 11 |
| Mar 2014 | $1.1B | $7.5M | $1.1B | 7 | 11 |
| Apr 2013 | $895.3M | $6.9M | $888.4M | 7 | 11 |
| Mar 2012 | $766.2M | $49.9M | $716.3M | 1 | 11 |
| Mar 2011 | $381.2M | $14.2M | $367M | 5 | -- |
| Mar 2009 | $43.9M | $38.9M | $5M | 5 | -- |
| Jan 2008 | $38.9M | $38.9M | $0 | 5 | -- |
| Nov 2007 | $29.4M | $29.4M | $0 | 5 | -- |
| Nov 2007 | $29.4M | $29.4M | $0 | 5 | -- |
| Sep 2007 | $29.4M | $29.4M | $0 | 5 | -- |
| Jan 2007 | $29.4M | $29.4M | $0 | 5 | -- |
| Jan 2006 | $10M | $10M | $0 | 5 | -- |
DateOct 2025
Total AUM$3.9B
Discretionary$259.9M
Non-Disc.$3.6B
Employees31
Clients0
DateSep 2025
Total AUM$3.9B
Discretionary$259.9M
Non-Disc.$3.6B
Employees31
Clients0
DateMar 2025
Total AUM$3.9B
Discretionary$259.9M
Non-Disc.$3.6B
Employees31
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$217.8M
Non-Disc.$3.4B
Employees28
Clients0
DateMay 2023
Total AUM$3.6B
Discretionary$206M
Non-Disc.$3.4B
Employees25
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$206M
Non-Disc.$3.4B
Employees25
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$235M
Non-Disc.$2.5B
Employees22
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$211.3M
Non-Disc.$1.9B
Employees23
Clients0
DateJun 2020
Total AUM$2B
Discretionary$189M
Non-Disc.$1.8B
Employees21
Clients0
DateApr 2020
Total AUM$2B
Discretionary$189M
Non-Disc.$1.8B
Employees21
Clients0
DateMar 2019
Total AUM$2B
Discretionary$211.5M
Non-Disc.$1.8B
Employees20
Clients0
DateDec 2018
Total AUM$1.7B
Discretionary$71.4M
Non-Disc.$1.6B
Employees14
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$71.4M
Non-Disc.$1.6B
Employees14
Clients0
DateMar 2017
Total AUM$1.4B
Discretionary$104.7M
Non-Disc.$1.3B
Employees15
Clients26
DateOct 2016
Total AUM$1.5B
Discretionary$95.7M
Non-Disc.$1.4B
Employees9
Clients26
DateMar 2016
Total AUM$1.5B
Discretionary$95.7M
Non-Disc.$1.4B
Employees9
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$42M
Non-Disc.$1.3B
Employees9
Clients11
DateMar 2014
Total AUM$1.1B
Discretionary$7.5M
Non-Disc.$1.1B
Employees7
Clients11
DateApr 2013
Total AUM$895.3M
Discretionary$6.9M
Non-Disc.$888.4M
Employees7
Clients11
DateMar 2012
Total AUM$766.2M
Discretionary$49.9M
Non-Disc.$716.3M
Employees1
Clients11
DateMar 2011
Total AUM$381.2M
Discretionary$14.2M
Non-Disc.$367M
Employees5
Clients--
DateMar 2009
Total AUM$43.9M
Discretionary$38.9M
Non-Disc.$5M
Employees5
Clients--
DateJan 2008
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--