IWP WEALTH PCA LLC
Legal name: IWP WEALTH - PRIVATE CLIENT ADVISORS
CRD #168113 SEC #801-78368 DENVER, CO 720-328-9702
SEC Registered
Total AUM
$420.3M
Discretionary
$107.8M
Employees
8
Clients
51
Accounts
942
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $420.3M | $107.8M | $312.5M | 8 | 0 |
| Apr 2022 | $537.9M | $240.1M | $297.8M | 8 | 0 |
| Mar 2021 | $469.9M | $171.2M | $298.7M | 16 | 0 |
| Jun 2020 | $285.1M | $162.2M | $123M | 16 | 0 |
| Apr 2020 | $285.1M | $162.2M | $123M | 16 | 0 |
| Mar 2019 | $245.7M | $137.8M | $107.9M | 16 | 0 |
| Mar 2018 | $214.7M | $129.7M | $85M | 7 | 1 |
| Apr 2017 | $166M | $106M | $60M | 6 | 26 |
| Oct 2016 | $94.5M | $50.8M | $43.7M | 5 | 26 |
| Mar 2016 | $94.5M | $50.8M | $43.7M | 5 | 26 |
| Mar 2016 | $94.5M | $50.8M | $43.7M | 5 | 11 |
| Apr 2015 | $52.7M | $40.7M | $12M | 5 | 11 |
| Aug 2014 | $31.9M | $20.3M | $11.7M | 5 | 11 |
| Aug 2014 | $31.9M | $20.3M | $11.7M | 5 | 11 |
| Mar 2014 | $31.9M | $20.3M | $11.7M | 5 | 11 |
| Mar 2014 | $31.9M | $20.3M | $11.7M | 5 | 11 |
| Nov 2013 | $0 | $0 | $0 | 6 | 0 |
| Aug 2013 | $0 | $0 | $0 | 6 | 0 |
| Aug 2013 | $0 | $0 | $0 | 6 | 0 |
| Jul 2013 | $0 | $0 | $0 | 6 | 0 |
DateMar 2023
Total AUM$420.3M
Discretionary$107.8M
Non-Disc.$312.5M
Employees8
Clients0
DateApr 2022
Total AUM$537.9M
Discretionary$240.1M
Non-Disc.$297.8M
Employees8
Clients0
DateMar 2021
Total AUM$469.9M
Discretionary$171.2M
Non-Disc.$298.7M
Employees16
Clients0
DateJun 2020
Total AUM$285.1M
Discretionary$162.2M
Non-Disc.$123M
Employees16
Clients0
DateApr 2020
Total AUM$285.1M
Discretionary$162.2M
Non-Disc.$123M
Employees16
Clients0
DateMar 2019
Total AUM$245.7M
Discretionary$137.8M
Non-Disc.$107.9M
Employees16
Clients0
DateMar 2018
Total AUM$214.7M
Discretionary$129.7M
Non-Disc.$85M
Employees7
Clients1
DateApr 2017
Total AUM$166M
Discretionary$106M
Non-Disc.$60M
Employees6
Clients26
DateOct 2016
Total AUM$94.5M
Discretionary$50.8M
Non-Disc.$43.7M
Employees5
Clients26
DateMar 2016
Total AUM$94.5M
Discretionary$50.8M
Non-Disc.$43.7M
Employees5
Clients26
DateMar 2016
Total AUM$94.5M
Discretionary$50.8M
Non-Disc.$43.7M
Employees5
Clients11
DateApr 2015
Total AUM$52.7M
Discretionary$40.7M
Non-Disc.$12M
Employees5
Clients11
DateAug 2014
Total AUM$31.9M
Discretionary$20.3M
Non-Disc.$11.7M
Employees5
Clients11
DateAug 2014
Total AUM$31.9M
Discretionary$20.3M
Non-Disc.$11.7M
Employees5
Clients11
DateMar 2014
Total AUM$31.9M
Discretionary$20.3M
Non-Disc.$11.7M
Employees5
Clients11
DateMar 2014
Total AUM$31.9M
Discretionary$20.3M
Non-Disc.$11.7M
Employees5
Clients11
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0