# IWP WEALTH MANAGEMENT LLC

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

## Registration

- CRD: 136314
- Type: SEC-registered investment adviser
- SEC file number: 801-64549
- Location: 2719 E. 3RD AVENUE, DENVER, CO, 80206
- Phone: 720-328-9700
- Latest filing: 2026-03-30
- Regulatory AUM: $4.3B
- Discretionary AUM: $308.2M
- Non-discretionary AUM: $4.0B
- Clients: 33
- Accounts: 77

## Business model

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

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Charles Alexander Willhoit | BOARD OF MANAGERS, CEO; PRESIDENT | Denver, CO |
| William Kyle Chapman | OWNER | St. Louis, MO |
| Katherine Banning Lintz | BOARD OF MANAGERS | — |
| Kirby T Ott | BOARD OF MANAGERS | — |
| Philip Edward Rollhaus | BOARD OF MANAGERS | — |
| Andrew Bruce Frailey | BOARD OF MANAGERS | — |
| Paul T Cichon | BOARD OF MANAGERS | — |
| Ryan Lowell Gable | BOARD OF MANAGERS | — |
| Robert Hall Chapman | OWNER | — |
| Darryl Edwin Larue | CHIEF OPERATING OFFICER | — |
| Christopher Jon Hunter | CHIEF COMPLIANCE OFFICER | — |
| Kevin Michael Mccabe | PRINCIPAL | — |
| Tamara Jean Ward | PRINCIPAL | — |
| Stephanie Lynn Bowers | PRINCIPAL | — |
| Jerrel Lee Armstrong | DIRECTOR OF INVESTMENTS | — |
| Paul Custer | DIRECTOR OF ACCOUNTING | — |
| WILLHOIT CHARLES ALEXANDER | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| POWER MICHAEL RICHARD | PORTFOLIO MANAGER | — |
| WARD TAMARA JEAN | PRINCIPAL | — |
| O'BRIEN TIMOTHY WILLIAM JOHN | PRINCIPAL | — |
| WILLHOIT LOUIS EDWARD | OWNER | — |
| COBB ALEXANDER REDPATH | PRINCIPAL | — |
| DZURINKO CHRISTOPHER GEORGE | PRINCIPAL | — |
| APANG DAWN LAUREN | PRINCIPAL | — |
| MCCABE KEVIN MICHAEL | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136314/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136314/similar
- Related entities: https://search.stillhousedata.com/firm/136314/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136314

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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.