# INSTITUTE FOR WEALTH MANAGEMENT LLC

INSTITUTE FOR WEALTH MANAGEMENT LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 127207
- Type: SEC-registered investment adviser
- SEC file number: 801-67624
- Location: 9878 W. BELLEVIEW AVE., #2306, DENVER, CO, 80123
- Phone: 303-572-3500
- Latest filing: 2026-07-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $10.4M
- Clients: 18
- Accounts: 1,684

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Douglas Medeiros | CEO; PRESIDENT & CCO | Denver, CO |
| Jeffery Frands Jorgensen | CHIEF OPERATIONS OFFICER | — |
| JOHNSON CARL R | CHEIF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER | — |
| GOLDSTEIN MITCHELL SCOTT | CHIEF COMPLIANCE OFFICER | — |
| MEDEIROS MATTHEW DOUGLAS | CEO; CHIEF COMPLIANCE OFFICER; OWNER (+5 more) | — |
| LOCKWOOD ELIZABETH ANNE | SHAREHOLDER; VICE PRESIDENT - OPERATIONS; VP OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| TRACY BAYARD FRANCIS | MANAGING DIRECTOR; SHAREHOLDER; SHAREHOLDER/MANAGING DIRECTOR | — |
| DUGAN MICHAEL T | SHAREHOLDER | — |
| OSTRANDER JOHN | MANAGING DIRECTOR | — |
| OSTRANDER JOHN ELLERY | SHAREHOLDER | — |
| BENEDETTI ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| COLLINS KIMBERLY LYNN | CHIEF COMPLIANCE OFFICER | — |
| OBERHOLTZER CARL EDWARD | MEMBER; TRUSTEE | — |
| JORGENSEN JEFFERY FRANDS | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| CASSLER CAROLE | OWNER | — |
| HENINGER ZANE RICHARD | MANAGING PARTNER | — |
| SARABI ARMIN KRAMER | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| NICHOLS CHARLES PROCTOR | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Walker Mason Bradley | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (11)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127207/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127207/similar
- Related entities: https://search.stillhousedata.com/firm/127207/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127207

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.