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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

IWP WEALTH - PRIVATE CLIENT ADVISORS

IWP WEALTH PCA LLC, CRD 168113

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:358fcaa9-9f50-49f6-829c-c4e271710265

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 12
On other graphs: 0
Observed: Jul 19, 2013 to Mar 31, 2023
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $420MItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $108M
Private client RAUM: $409MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 942
Individual clients: 19
High net worth clients: 60
Custody, client assets: $50.7M
SEC number: 801-78368
CRD: 168113
Filings on the tape: 21
First filed: Jul 19, 2013
Latest filed: Mar 31, 2023
Organised: Limited Liability Company, Colorado

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EVERLAND, JAYE	Owner	A	yes	03/2022	Mar 31, 2018	Mar 31, 2023
IWP WEALTH INVESTORS LLC	Owner	D	yes	06/2013	Aug 5, 2014	Mar 31, 2023
MCCABE, KEVIN, MICHAEL	PRINCIPAL & MANAGER	B	yes	06/2014	Aug 5, 2014	Mar 31, 2023
WILLHOIT, CHARLES, ALEXANDER	Owner	D	yes	06/2013	Jul 19, 2013	Mar 31, 2023
WILLHOIT, CHARLES, ALEXANDER	OWNER, CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Jul 19, 2013	Mar 31, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IWP WEALTH MANAGEMENT LLC	n/a	Former SEC adviser	$4.3B	Y	yes	n/a
EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC	n/a	Asset manager	$166M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 31, 2023	$420M	$108M	8	5	0	n/a	n/a
2021	Mar 31, 2022	$538M	$240M	8	5	0	n/a	n/a
2020	Mar 31, 2021	$470M	$171M	16	5	0	n/a	n/a
2019	Apr 1, 2020	$285M	$162M	16	7	0	n/a	n/a
2018	Mar 30, 2019	$246M	$138M	16	7	0	n/a	n/a
2017	Mar 31, 2018	$215M	$130M	7	7	0	n/a	n/a
2016	Apr 1, 2017	$166M	$106M	6	6	n/a	n/a	n/a
2015	Mar 30, 2016	$94.5M	$50.8M	5	5	n/a	n/a	n/a
2014	Apr 1, 2015	$52.7M	$40.7M	5	5	n/a	n/a	n/a
2013	Mar 26, 2014	$31.9M	$20.3M	5	5	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$420M	$538M	-21.9%	$285M	13.8%	8	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MONETA GROUP INVESTMENT ADVISORS, LLC	2	Mar 31, 2023	Mar 31, 2023	DENVER, CO	Team lift out	RIA to RIA	n/a

Relationships

Affiliated with (2)

→ IWP WEALTH MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ EPIC FUNDSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (4)

← MCCABE, KEVIN, MICHAELOwnerPRINCIPAL & MANAGER, ownership code B, individual
Aug 5, 2014 to presentfactForm ADV
← WILLHOIT, CHARLES, ALEXANDEROwnerOWNER, ownership code D, individual
Jul 19, 2013 to presentfactForm ADV
← EVERLAND, JAYEOwnerOWNER, ownership code A, individual
Mar 31, 2018 to presentfactForm ADV
← IWP WEALTH INVESTORS LLCOwnerOWNER, ownership code D, domestic entity
Aug 5, 2014 to presentfactForm ADV

Moved with (1)

→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Mar 31, 2023 to Mar 31, 2023factForm ADV

Registered with (6)

← JAYE EVERLANDAdvisorregistration: previous registration
Mar 31, 2023 to Mar 31, 2023factForm ADV
← JASON WAYNE SANDRYAdvisorregistration: previous registration
Mar 31, 2023 to Mar 31, 2023factForm ADV
← EDWARD HARRISON KORTHAdvisorregistration: previous registration
Mar 24, 2022 to Dec 31, 2022factForm ADV
← CASSANDRA MARIA ALFAROAdvisorregistration: previous registration
Feb 26, 2021 to Dec 31, 2022factForm ADV
← BROOKE NICOLE MILLERAdvisorregistration: previous registration
Jan 14, 2017 to Nov 17, 2022factForm ADV
← JOHN WALTON SIMMONSAdvisorregistration: previous registration
Mar 10, 2014 to Aug 5, 2014factForm ADV

Dated events

Occurred
Mar 31, 2023
Team lift-out
2 advisors left Iwp Wealth - Private Client Advisors (Denver, CO) for Moneta Group Investment Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 31, 2023
Advisor changed firm
Jason Wayne Sandry left Iwp Wealth - Private Client Advisors for Moneta Group Investment Advisors, Llc (registered 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Jaye Everland left Iwp Wealth - Private Client Advisors for Moneta Group Investment Advisors, Llc (registered 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Edward Harrison Korth left Iwp Wealth - Private Client Advisors for Moneta Group Investment Advisors, Llc (registered 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Cassandra Maria Alfaro left Iwp Wealth - Private Client Advisors for Fox Meadow Financial Planning (registered 2025-05-11)
Form ADVobserved 4 days ago
Occurred
Nov 17, 2022
Advisor changed firm
Brooke Nicole Miller left Iwp Wealth - Private Client Advisors for Mariner (registered 2023-02-06)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person left
Jon Christopher Hunter (Chief Compliance Officer) no longer on Schedule A of Iwp Wealth - Private Client Advisors (listed 2021-03-31, absent 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person left
Edwin Darryl Larue (Chief Operating Officer) no longer on Schedule A of Iwp Wealth - Private Client Advisors (listed 2021-03-31, absent 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Iwp Wealth - Private Client Advisors reported RAUM $469.9M, up 65% from $285.1M (2020-06-30 to 2021-03-31)
Form ADVobserved 4 days ago
$185M
Occurred
Apr 1, 2020
Control person joined
Jon Christopher Hunter (Chief Compliance Officer) appeared on Schedule A of Iwp Wealth - Private Client Advisors
Form ADVobserved 4 days ago
Occurred
Apr 1, 2020
Control person joined
Edwin Darryl Larue (Chief Operating Officer) appeared on Schedule A of Iwp Wealth - Private Client Advisors
Form ADVobserved 4 days ago
Occurred
Jul 19, 2013
First Form ADV filing
Iwp Wealth - Private Client Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:358fcaa9-9f50-49f6-829c-c4e271710265
First observed: Jul 19, 2013
Last observed: Mar 31, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IWP WEALTH - PRIVATE CLIENT ADVISORS

IWP WEALTH PCA LLC, CRD 168113

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:358fcaa9-9f50-49f6-829c-c4e271710265

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVERLAND, JAYE

Owner

yes

03/2022

Mar 31, 2018

Mar 31, 2023

IWP WEALTH INVESTORS LLC

Owner

yes

06/2013

Aug 5, 2014

Mar 31, 2023

MCCABE, KEVIN, MICHAEL

PRINCIPAL & MANAGER

yes

06/2014

Aug 5, 2014

Mar 31, 2023

WILLHOIT, CHARLES, ALEXANDER

Owner

yes

06/2013

Jul 19, 2013

Mar 31, 2023

WILLHOIT, CHARLES, ALEXANDER

OWNER, CHIEF COMPLIANCE OFFICER

yes

03/2023

Jul 19, 2013

Mar 31, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IWP WEALTH MANAGEMENT LLC

n/a

Former SEC adviser

$4.3B

yes

n/a

EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC

n/a

Asset manager

$166M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$420M

$108M

n/a

2021

Mar 31, 2022

$538M

$240M

n/a

2020

Mar 31, 2021

$470M

$171M

n/a

2019

Apr 1, 2020

$285M

$162M

n/a

2018

Mar 30, 2019

$246M

$138M

n/a

2017

Mar 31, 2018

$215M

$130M

n/a

2016

Apr 1, 2017

$166M

$106M

n/a

2015

Mar 30, 2016

$94.5M

$50.8M

n/a

2014

Apr 1, 2015

$52.7M

$40.7M

n/a

2013

Mar 26, 2014

$31.9M

$20.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$420M

$538M

-21.9%

$285M

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MONETA GROUP INVESTMENT ADVISORS, LLC

Mar 31, 2023

DENVER, CO

Team lift out

RIA to RIA

n/a