Iwp Wealth - Private Client Advisors

Iwp Wealth - Private Client Advisors (CRD# 168113) is a financial advisory firm headquartered in Denver, CO. They manage $94,531,711 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $1,929,219
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Iwp Wealth - Private Client Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Jaye Weiland
CRD#: 5421431
2719 East Third Avenue, Denver, CO 80206
93
Wealthminder
score

Jaye Weiland (CRD# 5421431) is an Investment Advisor Representative working at Iwp Wealth - Private Client Advisors in Denver, CO and has over 5 years of experience in the finance industry. Jaye Weiland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth J. O'brien
CRD#: 6383778
2719 East Third Avenue, Denver, CO 80206
90
Wealthminder
score

Kenneth O'brien (CRD# 6383778) is an Investment Advisor Representative working at Iwp Wealth - Private Client Advisors in Denver, CO and has 1 year of experience in the finance industry.

3
George A. Garza
CRD#: 6383589
2719 East Third Avenue, Denver, CO 80206
88
Wealthminder
score

George Garza (CRD# 6383589) is an Investment Advisor Representative working at Iwp Wealth - Private Client Advisors in Denver, CO and has 1 year of experience in the finance industry.

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