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 6 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 over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.