IWC Asset Management LLC
RIASEC Registered
Total AUM
$92.1M
Discretionary
$85.2M
93% of AUM
Avg account
$575K
Accounts
160
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 286445
- Registered since
- January 11, 2017
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.28%
- Individuals10.29%
- Pension & Profit Sharing Plans7.43%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
IWC Asset Management LLC is an independent, SEC‑registered RIA organized as an LLC and active since 2017. The firm focuses on fee‑based wealth management for individual and family clients, offering portfolio management for individuals and small businesses and some pension consulting services. Its advisory model is percentage‑of‑AUM billing, and the firm is not positioned as a multi‑state adviser, capital allocator, or ESG specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds6%
- US Government Bonds3%
Contacts
1 of 1
Michael Lambrecht
Wealth ManagerCRD 1846927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sovereign Financial Services, LLC
RIAPhoenix, MD
AUM $92.1MTEAM 2REPS 2
Murphy Investment Advisors, Inc.
RIAPasadena, CA
AUM $92MTEAM 1REPS 1
Portsea Investments, Inc.
RIAAUM $92MTEAM 1REPS 1
IDG Advisors, LLC
RIADenver, CO
AUM $92MTEAM 1REPS 2
Emberhouse, LLC
RIAAUM $92MTEAM 1REPS 1
Ithaka Financial Planning, LLC
RIAChevy Chase, MD
AUM $92.2MTEAM 3REPS 3