INSTITUTE FOR WEALTH CONSULTANTS, INC.
CRD #288502 SEC #801-110699 DENVER, CO 972-450-6000
SEC Registered
Total AUM
$395.7M
Discretionary
$395.7M
Employees
0
Clients
0
Accounts
1,091
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | 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 |
| 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 |
| 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 |
| 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 (3)
CA TX WA
Address
1776 LINCOLN ST.SUITE 950
DENVER, CO 80203
United States
Phone: 972-450-6000