Charles A. Willhoit

IWP WEALTH MANAGEMENT LLC

Denver, CO 80206

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CRD#: 2773302

Professional summary

Charles Alexander Willhoit, who also goes by Charlie Willhoit, is a registered financial advisor currently at IWP WEALTH MANAGEMENT LLC located in Denver, Colorado.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Charles has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Willhoit

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am a member of numerous LLCs and investment partnerships as a personal investor, none in a controlling role. My full work related time and attention is devoted to IWP Wealth Management LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Alexander Willhoit's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 2, 2005 - Present

IWP WEALTH MANAGEMENT LLC

Office #1: 2719 East 3rd Avenue, Denver, CO 80206

RIA

CRD#: 136314

Denver, CO

Past

October 26, 2004 - December 7, 2004

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

CRD#: 32240

BOSTON, MA

Past

February 18, 2004 - December 7, 2004

BAINCO INTERNATIONAL INVESTORS LLC

RIA

CRD#: 106053

BOSTON, MA

Past

May 1, 2001 - October 2, 2001

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

September 4, 1996 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IWP WEALTH MANAGEMENT LLC

INTEGRAL WEALTH PARTNERS LLC | IWP WEALTH MANAGEMENT LLC | IWP FAMILY OFFICE

CRD#: 136314 / SEC#: 801-64549

RIA

Registered Investment Advisory firm - (7/20/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/2/2005)

IAR

Colorado
(11/19/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/3/1996

General Securities Representative Examination

Current Firm

IWP WEALTH MANAGEMENT LLC

INTEGRAL WEALTH PARTNERS LLC | IWP WEALTH MANAGEMENT LLC | IWP FAMILY OFFICE

CRD#: 136314 / SEC#: 801-64549

RIA

Registered Investment Advisory firm - (7/20/2005 Approved)

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Contact information

Main Address

2719 E. 3rd Avenue, Denver, CO 80206

Mailing Address

P.o. Box 61020, Denver, CO 80206

Phone number

(720) 328-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IWP WEALTH MANAGEMENT ADV PART 2A & 2B FIRM BROCHURE FY 2023 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 3,907,511,486

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/16/2024	Cover Page	Report
02/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Charles A. Willhoit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Alexander Willhoit's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

BAINCO INTERNATIONAL INVESTORS LLC

J.P. MORGAN SECURITIES INC.

JPMSI

Primary Firm SEC Registration

IWP WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2005

Series 63

Date: 9/25/1996

Series 7

Date: 9/3/1996

Current Firm

IWP WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

IWP WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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