← Tributary

IWP WEALTH MANAGEMENT LLC

DENVER, CO · CRD 136314 · IAPD ↗ · 720-328-9700

$4.32BRegulatory AUM
14Advisory reps
33Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2026 — IWP WEALTH MANAGEMENT LLC (DENVER, CO) left the SEC roster (was $4.32B RAUM, 14 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
73
April 2026 — IWP WEALTH MANAGEMENT LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2024 — IWP WEALTH MANAGEMENT LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.