IWP Wealth Management

Kevin Heiken serves as Chief Investment Officer and leads the firm's centralized investment committee. Unlike advisor-driven RIA platforms where individual reps build their own model portfolios, IWP runs a CIO-led asset allocation process that sets house views across public and private markets. Heiken has held this role since founding the firm in 2005, providing continuity through multiple market cycles.

IWP's core model emphasizes fund-based access to private markets rather than operating-business direct investments. The firm's typical client profile — concentrated-equity holders and multi-generational families — tends to favor diversified private-fund exposure over single-deal co-investment risk. The firm has not publicly disclosed a direct-deal program.

IWP has not publicly advertised a co-investment platform, and its RIA model — serving individual client accounts rather than a single pool of family capital — limits the structural ease of co-investment participation. The firm's investment committee selects fund commitments on a client-by-client basis, which naturally constrains aggregated co-invest ticket sizes.