Institute for Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, educational seminars, education planning, and estate planning. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 2 private funds.
Institute for Wealth Management reports 817 clients. They include 612 individual clients, 191 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 99.2% ($1.36B across 1,677 accounts) are managed with discretion; $10.4M across 7 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 10% |
| High-net-worth individuals | 23% | 87% |
| Pooled investment vehicles | <1% | 2% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 612 | $139M | 10.1% | $227K |
| High-net-worth individuals | 191 | $1.19B | 87.0% | $6.24M |
| Pooled investment vehicles | 1 | $22.6M | 1.6% | $22.6M |
| Pension and profit-sharing plans | 6 | $10.2M | 0.7% | $1.69M |
| Charitable organizations | Fewer than 5 | $46.5K | 0.0% | $15.5K |
| Corporations and other businesses | Fewer than 5 | $6.02M | 0.4% | $1.5M |
| Total | 817 | $1.37B | 100% | — |
- Clients
- 612
- Regulatory AUM
- $139M
- AUM share
- 10.1%
- Avg. per client
- $227K
- Clients
- 191
- Regulatory AUM
- $1.19B
- AUM share
- 87.0%
- Avg. per client
- $6.24M
- Clients
- 1
- Regulatory AUM
- $22.6M
- AUM share
- 1.6%
- Avg. per client
- $22.6M
- Clients
- 6
- Regulatory AUM
- $10.2M
- AUM share
- 0.7%
- Avg. per client
- $1.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $46.5K
- AUM share
- 0.0%
- Avg. per client
- $15.5K
- Clients
- Fewer than 5
- Regulatory AUM
- $6.02M
- AUM share
- 0.4%
- Avg. per client
- $1.5M
Total
- Clients
- 817
- Regulatory AUM
- $1.37B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 251–500
Institute for Wealth Management charges up to 2.00% a year for its Investment Advisory Services. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a flat fee of $1,000 to $10,000 per engagement or an hourly fee; it may be complimentary for some clients with a broader relationship.
Institute for Wealth Holdings, Inc. owns 75% or more of Institute for Wealth Management and is in turn owned by Matthew Medeiros (75% or more) and Jeffery Jorgensen (25–50%). The leadership team of Institute for Wealth Management includes President Matthew Medeiros. It has 18 employees, 17 of them in advisory roles.
Leadership
- Matthew MedeirosPresident & CCO
- Jeffery JorgensenChief
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Brian William Britt
- Randall Craig Buck
- Victoria Gascoigne Crosby
- Connor James Donnelly
- Douglas J Donnelly
- James Patrick Donnelly
- Anthony Hollerich
- Derek Allan Jones
- Colin Ellsworth Macleod
- James C Marshal
- Matthew Douglas Medeiros
- Joshua Garrett Miller
- Nathaniel Jenkins Yurica
Staff
- 18 employees
- 17 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 4 insurance agents
- 15 soliciting firms
- Owns 75% or more of Institute for Wealth Management LLC
Institute for Wealth Holdings, Inc.
Control person · since May 2004
- Owns 75% or more of Institute for Wealth Holdings, Inc.
Matthew Medeiros
Control person · since June 2015
- Owns 25% to 50% of Institute for Wealth Holdings, Inc.
Jeffery Jorgensen
Control person · since June 2015
Institute for Wealth Management’s regulatory assets grew 1.8× from $782M (June 2021) to $1.37B (July 2026); clients fell from 1,011 to 817 and employees rose from 5 to 18. In 2016, Cherry, Inc. (now Institute for Wealth Holdings, Inc.) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.37B | 817 | 18 | 7 |
| June 2025 | $1.15B | 817 | 4 | 9 |
| July 2024 | $927M | 820 | 2 | 8 |
| May 2023 | $713M | 816 | 3 | 7 |
| March 2022 | $881M | 827 | 4 | 6 |
| June 2021 | $782M | 1,011 | 5 | 6 |
Firms that joined
20161 joined
- Cherry, Inc. (now Institute for Wealth Holdings, Inc.)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Institute for Wealth Management has 6 offices, with 7 listed addresses across 4 states.
California · 3 listed addresses
- 12636 High Bluff Drive, Ste. 400, San Diego
- 8620 E. Nees Ave., Clovis
- 224 Selby Ranch Road, #7, Sacramento
Florida · 2 listed addresses
- 20372 East Pennsylvania Ave., Dunnellon
- 1640 East Sunrise BLVD, Fort Lauderdale
Colorado · 1 listed address
- 9878 W. Belleview Ave., #2306, DenverHQ
Washington · 1 listed address
- 4020 E Madison St, Suite 210, Seattle
Other business names
Institute for Wealth Management has reported 4 other business names to the SEC.
- Clearwealth Planning Inc.
- Colorado Institute for Wealth Management
- Madison Park Advisor
- Yurica Wealth Managment
Contact and registration details
- Legal name
- Institute for Wealth Management LLC
- Headquarters
- 9878 W. Belleview Ave., #2306, Denver, CO 80123
- Website
- theinstitute.com
- Phone
- 303-572-3500
- SEC file
- 801-67624
- Founded
- 2003
- Structure
- Delaware LLC
- Fiscal year end
- December
Institute for Wealth Management uses Charles Schwab ($1.1B) as custodian for its separately managed accounts. Institute for Wealth Management has custody of $22.6M in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.1B100%
At year end, Institute for Wealth Management’s separately managed accounts were mostly in stocks (73%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.13B across 1,769 positions; the largest are Nvidia Corporation (13.1%), Apple Inc. (2.9%) and Lam Research Corp. (2.8%).
What the accounts hold
- Stocks73%
- Funds15%
- Bonds7%
- Investment grade corporate bonds5%
- U.S. government and agency bonds2%
- Cash3%
- Other2%
- Private fund2%
Reported 13F holdings
- $1.13B
- Reported 13F value
- 1,769
- Positions
- 29.3%
- In the 10 largest
- +20.7%
- Value vs. prior quarter
- Nvidia Corporation13.1%
- Apple Inc.2.9%
- Lam Research Corp.2.8%
- Amazon Com Inc.1.8%
- Alphabet Inc. · Cap Stk CL A1.8%
- Microsoft Corp.1.7%
- Advanced Micro Devices Inc.1.4%
- Invesco Qqq TR · Unit Ser 11.3%
- Meta Platforms Inc. · CL A1.3%
- Applied Matls Inc.1.2%
Together, the ten largest are 29.3% of reported value.
How many clients does Institute for Wealth Management have?
Institute for Wealth Management has 817 clients and manages $1.37 billion for them, as of July 2026. They include 612 individual clients, 191 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Institute for Wealth Management offer?
Institute for Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, educational seminars, education planning, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Institute for Wealth Management charge?
Institute for Wealth Management charges up to 2.00% a year for its Investment Advisory Services. The fee is negotiable.
Source: THE INSTITUTE FOR WEALTH MANAGEMENT ADV 2A 03242026, filed 24 March 2026
Which custodians does Institute for Wealth Management use?
Institute for Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.1B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Institute for Wealth Management have?
Institute for Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 18 employees, and 17 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Institute for Wealth Management invest in?
At the end of its last fiscal year, Institute for Wealth Management’s separately managed accounts held 73% exchange-traded equities, 15% pooled vehicles (private funds and similar), 5% investment grade corporate bonds, 3% cash and equivalents, 2% U.S. government and agency bonds and 2% other. The 2% other category is described as: Private Fund. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Institute for Wealth Management?
Institute for Wealth Management is owned through a holding company by Matthew Medeiros and Jeffery Jorgensen. Its direct owner is Institute for Wealth Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Institute for Wealth Management get paid?
Institute for Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Institute for Wealth Management registered with the SEC?
Yes, Institute for Wealth Management has been registered with the SEC as an investment adviser since 7 March 2007. Its CRD number is 127207 and its SEC file number is 801-67624.
Source: Form ADV Part 1A, Item 1, filed 23 July 2026; IAPD firm record
How do I contact Institute for Wealth Management?
Institute for Wealth Management’s main office is at 9878 W. Belleview Ave., #2306, Denver, CO 80123. Its phone number is 303-572-3500. Its website is theinstitute.com.