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Building 2IWP WEALTH MANAGEMENT LLC

Map pinDENVER, CO
Phone720-328-9700
NotebookSEC #801-64549
Total AUM
$4.3B
Employees
33
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2719 E. 3RD AVENUE
DENVER
CO 80206
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
720-328-9700

ReceiptFinancials

Total AUM
$4.3B
Accounts
77
Discretionary
$308.2M
Accounts
25
Non-Discretionary
$4B
Accounts
52

ContactClients

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Individual Clients
5
AUM
$2.9M
HNW Individual Clients
68
AUM
$4.3B
Pooled Vehicle Clients
3
AUM
$6.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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