INSTITUTE FOR WEALTH ADVISORS, INC.
CRD #149347 SEC #801-69925 DENVER, CO 972 450 6000
SEC Registered Private Funds
Total AUM
$219.9M
Discretionary
$219.9M
Employees
0
Clients
11
Accounts
1,190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $219.9M | $219.9M | $0 | 0 | 15 |
| Feb 2019 | $251.6M | $251.6M | $0 | 27 | 15 |
| Nov 2018 | $3.8M | $3.8M | $0 | 27 | 15 |
| Oct 2018 | $3.8M | $3.8M | $0 | 27 | 15 |
| Jun 2018 | $3.8M | $3.8M | $0 | 27 | 15 |
| Jun 2018 | $3.8M | $3.8M | $0 | 27 | 15 |
| Mar 2017 | $33M | $25.1M | $7.9M | 14 | 200 |
| Jan 2017 | $33M | $25.1M | $7.9M | 14 | 200 |
| Jan 2017 | $33M | $25.1M | $7.9M | 14 | 200 |
| Jan 2017 | $33M | $25.1M | $7.9M | 14 | 200 |
| Dec 2016 | $33M | $25.1M | $7.9M | 14 | 200 |
| Nov 2016 | $33M | $25.1M | $7.9M | 14 | 200 |
| Aug 2016 | $33M | $25.1M | $7.9M | 14 | 200 |
| Mar 2016 | $33M | $25.1M | $7.9M | 14 | 200 |
| Mar 2016 | $31.5M | $25M | $6.5M | 14 | 200 |
| Jul 2015 | $31.5M | $25M | $6.5M | 14 | 200 |
| Mar 2015 | $31.5M | $25M | $6.5M | 14 | 200 |
| Jan 2015 | $27M | $18.5M | $8.5M | 14 | 200 |
| Dec 2014 | $27M | $18.5M | $8.5M | 14 | 200 |
| Apr 2014 | $27M | $18.5M | $8.5M | 14 | 200 |
| Mar 2014 | $27M | $18.5M | $8.5M | 14 | 200 |
| Dec 2013 | $25M | $17.5M | $7.5M | 13 | 26 |
| Jul 2013 | $4.9M | $0 | $4.9M | 2 | 26 |
| Jun 2013 | $4.9M | $0 | $4.9M | 2 | 26 |
| May 2013 | $4.9M | $0 | $4.9M | 2 | 26 |
| Apr 2013 | $4.9M | $0 | $4.9M | 2 | 26 |
| Mar 2013 | $4.9M | $0 | $4.9M | 2 | 26 |
| Mar 2013 | $6.8M | $0 | $6.8M | 2 | 26 |
| Jan 2013 | $6.8M | $0 | $6.8M | 2 | 26 |
| Dec 2012 | $6.8M | $0 | $6.8M | 2 | 26 |
| Oct 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Sep 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Sep 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Jul 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Jun 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Apr 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Mar 2012 | $6.8M | $0 | $6.8M | 1 | 26 |
| Feb 2012 | $758.7K | $758.7K | $0 | 1 | 26 |
| Dec 2011 | $758.7K | $758.7K | $0 | 1 | 0 |
| May 2011 | $758.7K | $758.7K | $0 | 5 | -- |
| Mar 2011 | $758.7K | $758.7K | $0 | 5 | -- |
| Dec 2010 | $758.7K | $758.7K | $0 | 5 | -- |
DateMar 2019
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees0
Clients15
DateFeb 2019
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees27
Clients15
DateNov 2018
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees27
Clients15
DateOct 2018
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees27
Clients15
DateJun 2018
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees27
Clients15
DateJun 2018
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees27
Clients15
DateMar 2017
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateJan 2017
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateJan 2017
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateJan 2017
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateDec 2016
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateNov 2016
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateAug 2016
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateMar 2016
Total AUM$33M
Discretionary$25.1M
Non-Disc.$7.9M
Employees14
Clients200
DateMar 2016
Total AUM$31.5M
Discretionary$25M
Non-Disc.$6.5M
Employees14
Clients200
DateJul 2015
Total AUM$31.5M
Discretionary$25M
Non-Disc.$6.5M
Employees14
Clients200
DateMar 2015
Total AUM$31.5M
Discretionary$25M
Non-Disc.$6.5M
Employees14
Clients200
DateJan 2015
Total AUM$27M
Discretionary$18.5M
Non-Disc.$8.5M
Employees14
Clients200
DateDec 2014
Total AUM$27M
Discretionary$18.5M
Non-Disc.$8.5M
Employees14
Clients200
DateApr 2014
Total AUM$27M
Discretionary$18.5M
Non-Disc.$8.5M
Employees14
Clients200
DateMar 2014
Total AUM$27M
Discretionary$18.5M
Non-Disc.$8.5M
Employees14
Clients200
DateDec 2013
Total AUM$25M
Discretionary$17.5M
Non-Disc.$7.5M
Employees13
Clients26
DateJul 2013
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees2
Clients26
DateJun 2013
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees2
Clients26
DateMay 2013
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees2
Clients26
DateApr 2013
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees2
Clients26
DateMar 2013
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees2
Clients26
DateMar 2013
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees2
Clients26
DateJan 2013
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees2
Clients26
DateDec 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees2
Clients26
DateOct 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateSep 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateSep 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateJul 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateJun 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateApr 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateMar 2012
Total AUM$6.8M
Discretionary$0
Non-Disc.$6.8M
Employees1
Clients26
DateFeb 2012
Total AUM$758.7K
Discretionary$758.7K
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$758.7K
Discretionary$758.7K
Non-Disc.$0
Employees1
Clients0
DateMay 2011
Total AUM$758.7K
Discretionary$758.7K
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$758.7K
Discretionary$758.7K
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$758.7K
Discretionary$758.7K
Non-Disc.$0
Employees5
Clients--