IWM
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 334984
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
IWM operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. While it does not actively engage in ESG investing, IWM is dedicated to delivering value through its advisory activities, which center on managing client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Mohamed Lebda
Founder and CEOCRD 8060146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 111 NE 1st St
- Time zone
- ET (UTC-5)
- Office locations
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