I
$50.4M Total AUM
$50.4M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2023
- Office Locations
- 2
Office Locations
-- Denver CO
-- Downington PA
About IWR Advisors
IWR Advisors is a Denver-based RIA with 2 offices. The firm has been operating for 2 years. Managing $50.4M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
S
SCOTT D BENNETT
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5057552
- Ownership
- 75% or more
Available
Available
Available
M
MICHAEL BRIAN OLAFSSON
--
- CRD
- #4177825
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,350,870 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,350,870 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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