Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC is a registered investment adviser headquartered in Denver, Colorado. Founded in 2011, the firm provides wealth management, investment advisory, and portfolio management services to individuals, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and select business entities. With approximately 4 employees as of 2025, the firm is dedicated to personalized investment strategies and fiduciary guidance, aiming to help clients achieve their long-term financial goals.
Investment Strategy
Institute for Wealth Management, LLC employs a client-focused, diversified investment approach designed to align with clients' risk profiles and financial objectives. The firm primarily serves individual and high-net-worth investors, constructing customized portfolios composed of equities, fixed income, and alternative investments. Their philosophy emphasizes prudent risk management and long-term capital appreciation, with active oversight and periodic rebalancing to adapt to changing market conditions and client needs.
Top Holdings
Equity Positions (554)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.84% | $142.5M | 763,512 | $6.91 | $186.58 | +$18.1M |
A AAPL | APPLE INC | 3.30% | $31.6M | 124,255 | $55.83 | $254.63 | +$5.8M |
M MSFT | MICROSOFT CORP | 2.60% | $24.9M | 48,168 | $161.80 | $517.95 | +$664.7K |
A AMZN | AMAZON COM INC | 1.94% | $18.6M | 84,792 | $102.60 | $219.57 | -$1.1M |
Q QQQ | INVESCO QQQ TR | 1.76% | $16.9M | 28,202 | $370.41 | $600.37 | +$2.4M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
V VKTX | VIKING THERAPEUTICS INC | New | Call | $10.5K | 4 | $26.28 | $26.28 | +4 | +$10.5K |