RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HUNTER, CHRISTOPHER, JONICHIEF COMPLIANCE OFFICERNA Control
HUNTER, CHRISTOPHER, JONICHIEF COMPLIANCE OFFICERNA Control
HUNTER, CHRISTOPHER, JONICHIEF COMPLIANCE OFFICERNA Control
LARUE, DARRYL, EDWINICHIEF OPERATING OFFICERNA Control
LARUE, DARRYL, EDWINICHIEF OPERATING OFFICERNA Control
LARUE, DARRYL, EDWINICHIEF OPERATING OFFICERNA Control
SIMMONS, JOHN, WALTONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERICHIEF COMPLIANCE OFFICER, OWNERNA Control
WILLHOIT, CHARLES, ALEXANDERIOWNERNA Control
WILLHOIT, CHARLES, ALEXANDERIOWNERNA Control
WILLHOIT, CHARLES, ALEXANDERIOWNERNA Control
WILLHOIT, CHARLES, ALEXANDERIOWNERNA Control
WILLHOIT, CHARLES, ALEXANDERIOWNER, CHIEF COMPLIANCE OFFICERNA Control
WILLHOIT, CHARLES, ALEXANDERIOWNERNA Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH INVESTORS LLCDEOWNERD Control
IWP WEALTH MANAGEMENT LLCDEOWNERD Control
IWP WEALTH MANAGEMENT LLCDEOWNERD Control
IWP WEALTH MANAGEMENT LLCDEOWNERD Control
IWP WEALTH MANAGEMENT LLCDEOWNERD Control
IWP WEALTH MANAGEMENT LLCDEOWNERD Control
IWP WEALTH MANAGEMENT LLCDEOWNERD Control
ANDREWS, JEFF, LAWRENCEIOWNERB
ANDREWS, JEFF, LAWRENCEIOWNERB
ANDREWS, JEFF, LAWRENCEIOWNERB
ANDREWS, JEFF, LAWRENCEIOWNERB
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
MCCABE, KEVIN, MICHAELIPRINCIPAL & MANAGERB Control
SIMMONS, JOHN, WALTONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, OWNERB Control
SIMMONS, JOHN, WALTONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, OWNERB Control
SIMMONS, JOHN, WALTONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, OWNERB Control
SIMMONS, JOHN, WALTONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, OWNERB Control
SIMMONS, JOHN, WALTONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, OWNERB Control
EVERLAND, JAYEIPARTNERA
EVERLAND, JAYEIPARTNERA
EVERLAND, JAYEIPARTNERA
EVERLAND, JAYEIPARTNERA
EVERLAND, JAYEIPRINCIPALA
EVERLAND, JAYEICHIEF COMPLIANCE OFFICERA Control
EVERLAND, JAYEIOWNERA Control
EVERLAND, JAYEICHIEF COMPLIANCE OFFICERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH MANAGEMENT LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH INVESTORS LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH INVESTORS LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH INVESTORS LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH INVESTORS LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH INVESTORS LLCD Control
WILLHOIT, CHARLES, ALEXANDERIIWP WEALTH INVESTORS LLCD Control

Registrations

Federal

IA
Mar 31, 2023 REGISTERED

Notice Filings (2)

CA CO

Address

2719 EAST THIRD AVENUE
DENVER, CO 80206
United States
Phone: 720-328-9702