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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2019
- Branch Offices
- 17
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| HUFF, DARREN, ALEXANDER | I | CIO | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, DEWEY, MALONE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SYLER, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYLER, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYLER, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYLER, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYLER, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYLER, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN SANT, ROBERT, DAVIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| CHERRY INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | CHERRY, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MOORE, DEWEY, MALONE | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
Registrations
Federal
IA
Mar 31, 2019 REGISTERED
Notice Filings (36)
AL AZ CA CO CT DC DE FL GA ID IL IN KY LA MA MD MI MN MO MS NC NJ NV NY OH OK OR PA SC TN TX UT VA WA WI WV
Address
1776 LINCOLN ST.SUITE 950
DENVER, CO 80203
United States
Phone: 972 450 6000