IWD Capital Management, LLC

Overview

IWD Capital Management, LLC is a small, individually owned advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm runs a discretionary model and shows a clear tilt toward equity exposure: exchange-traded equities make up the bulk of assets under management and the stated asset preference is equities. Its client-facing business is fee-based, combining a percentage-of-AUM structure with the ability to charge performance-based fees, which can influence how the firm sources and sizes higher-conviction positions or alternative allocations. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. Given its scale and activity profile, the firm appears oriented toward concentrated, liquid public-market implementation with the flexibility to add private or real-estate oriented strategies when suitable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices