IWM Advisors
IWM Advisors is a multi-family office headquartered in New York, United States. Founded in 2012 by former attorney and BNY Mellon senior wealth director Peter F.
IWM Advisors
IWM Advisors is a multi-family office headquartered in New York, United States. Founded in 2012 by former attorney and BNY Mellon senior wealth director Peter F. Culver, the firm traces its wealth origin to Culver’s lengthy career in wealth management and fiduciary law. It supports multi-generational clients across estate planning, asset management, tax coordination, and succession planning—delivering independent, conflict-free advice.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
New York
Corporate office
166 East 61st Street–Suite 6B New York, NY 10065
Frequently asked questions
What is IWM Advisors?
IWM Advisors is a multi family office headquartered in New York.
When was IWM Advisors founded?
IWM Advisors was founded in 2012.
Where is IWM Advisors headquartered?
IWM Advisors is headquartered in New York, in the North America region.
What does Altss track for IWM Advisors?
Altss maintains an OSINT-verified profile of IWM Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is IWM Advisors's website?
IWM Advisors's public website is www.iwmnyc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is IWM Advisors?
IWM Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on IWM Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for IWM Advisors?
IWM Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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