# IWP Wealth Management

IWP Wealth Management is a RIA based in Denver, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** iwpwealth.com
- **LinkedIn:** https://www.linkedin.com/company/iwp-wealth-management

## Regulatory record

- **CRD number:** 136314
- **SEC file number:** 801-64549
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136314

## About

IWP Wealth Management LLC is an SEC-registered investment adviser in Denver, CO, registered since 2005. The firm manages $4.3 billion in assets, with $308 million on a discretionary basis. It has 33 employees and 14 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## People

- Kevin Heiken — Chief Investment Officer

## Questions

### Who runs investment decisions at 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.

### Does IWP participate in direct deals or only fund commitments?

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.

### What is IWP's known posture on co-investments alongside external GPs?

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.

## Related profiles

- [Lawrence E. Bartlett](https://altss.com/profile/bartlett-lawrence-e)
- [Carlton Advisors](https://altss.com/profile/carlton-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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