IWP WEALTH MANAGEMENT LLC
C26
CRD 136314·SEC 801-64549·DENVER, CO
AUM
$4.32B
$1B+
Est. Revenue
$43.2M
@ 1% on AUM
Est. EBITDA
$13.0M
@ 30% margin
Est. Deal Value
$103.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.99B
'21 · $2.03B
'22 · $2.11B
'23 · $2.75B
'25 · $3.91B
'26 · $4.32B
'20'26
$1.99B → $4.32B▲ +117%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 9 advisors
'22 · 10 advisors
'23 · 8 advisors
'25 · 11 advisors
'26 · 14 advisors
'20'26
9 advisors → 14 advisors▲ +56%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2019-02-252019-02-25 · 0001724898-19-000002
2017-12-202017-12-20 · 0001724898-17-000002
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
PO BOX 61020DENVER, CO 80206
Business
2719 EAST 3RD AVENUEDENVER, CO 80206