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IWP Family Office

EST. AUM
$4,317,878,813

CONTACTS
12

CLIENT ACCOUNTS
77

Firm Details

Metro area Denver
CRD Number 136314
Website iwpfo.com
Client types

Overview

IWP Family Office merged with Matter Family Office in November 2025. IWP Family Office serves as a financial home base for its families, empowering and integrating all facets of their personal financial needs. It is privately owned and its single, fixed fee structure allows it to provide objective, unbiased wealth stewardship. Its clients’ combined net worth is over $1.5 billion, allowing for unique investment opportunities and institutional-level services. But because it represents only a select number of families, it can be “on the ground” to smooth out the potential day-to-day complexities of a thriving, successful, and dynamic life.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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