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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

IWC ASSET MANAGEMENT LLC

CRD 286445

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:d1d0b836-8a24-3806-27a4-012bfa99314b

Data as of Jan 24, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2017 to Jan 24, 2023
19 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: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $92.1MItem 5.F on the latest filing (2023-01-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $85.2M
Private client RAUM: $85.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 160
Individual clients: 26
High net worth clients: 27
SEC number: 801-108944
CRD: 286445
Filings on the tape: 19
First filed: Jan 6, 2017
Latest filed: Jan 24, 2023
Organised: Limited Liability Company, California
Website: iwcasset.com

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
INTEGRATED WEALTH COUNSEL, INC.	Owner	E	yes	04/2020	Apr 21, 2020	Jan 24, 2023
LAMBRECHT, MICHAEL, ANTHONY	Owner	E	yes	01/2020	Jan 6, 2017	Jan 24, 2023
LAMBRECHT, MICHAEL, ANTHONY	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	12/2016	Jan 6, 2017	Jan 24, 2023

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	Jan 24, 2023	$92.1M	$85.2M	1	1	0	n/a	n/a
2021	Feb 11, 2022	$112M	$105M	1	1	0	n/a	n/a
2020	Feb 24, 2021	$99.4M	$95.9M	1	1	0	n/a	n/a
2019	Feb 27, 2020	$95.5M	$92.4M	3	2	1	n/a	n/a
2018	Mar 28, 2019	$89.5M	$82.8M	3	2	1	n/a	n/a
2017	Mar 5, 2018	$109M	$86.6M	2	2	0	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	$92.1M	$112M	-18.1%	$95.5M	-1.2%	1	1	0	0

Relationships

Controls (2)

← LAMBRECHT, MICHAEL, ANTHONYOwnerOWNER, ownership code E, individual
Jan 6, 2017 to presentfactForm ADV
← INTEGRATED WEALTH COUNSEL, INC.OwnerOWNER, ownership code E, domestic entity
Apr 21, 2020 to presentfactForm ADV

Registered with (2)

← MICHAEL ANTHONY LAMBRECHTAdvisorregistration: previous registration
May 30, 2018 to Dec 31, 2023factForm ADV
← KENNETH SCOTT ROBERTSAdvisorregistration: previous registration
Jun 29, 2017 to Dec 31, 2020factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Michael Anthony Lambrecht left Iwc Asset Management Llc for Farther (registered 2023-11-20)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2017
First Form ADV filing
Iwc Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1d0b836-8a24-3806-27a4-012bfa99314b
First observed: Jan 6, 2017
Last observed: Jan 24, 2023 44 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.

IWC ASSET MANAGEMENT LLC

CRD 286445

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:d1d0b836-8a24-3806-27a4-012bfa99314b

Data as of Jan 24, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

INTEGRATED WEALTH COUNSEL, INC.

Owner

yes

04/2020

Apr 21, 2020

Jan 24, 2023

LAMBRECHT, MICHAEL, ANTHONY

Owner

yes

01/2020

Jan 6, 2017

Jan 24, 2023

LAMBRECHT, MICHAEL, ANTHONY

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

12/2016

Jan 6, 2017

Jan 24, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Jan 24, 2023

$92.1M

$85.2M

n/a

2021

Feb 11, 2022

$112M

$105M

n/a

2020

Feb 24, 2021

$99.4M

$95.9M

n/a

2019

Feb 27, 2020

$95.5M

$92.4M

n/a

2018

Mar 28, 2019

$89.5M

$82.8M

n/a

2017

Mar 5, 2018

$109M

$86.6M

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

$92.1M

$112M

-18.1%

$95.5M

-1.2%