Joshua S. Goldin

IWP WEALTH MANAGEMENT LLC

Denver, CO 80206

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CRD#: 7129598

Professional summary

Joshua Samuel Goldin, who also goes by Joshua Goldin, is a registered financial advisor currently at IWP WEALTH MANAGEMENT LLC located in Denver, Colorado.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joshua has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Goldin

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.

Focused Alpha/Goldin Wealth Management 1401 Lawrence Street Denver, CO 80202 financial and investment advisory Consultant March 2021 5-10 0-1 consult on business operations and process

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Samuel Goldin'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 18, 2023 - Present

IWP WEALTH MANAGEMENT LLC

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

RIA

CRD#: 136314

Denver, CO

Past

April 12, 2021 - August 31, 2023

FOCUSED ALPHA, LLC

RIA

CRD#: 310591

DENVER, CO

Past

December 9, 2020 - April 13, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

DENVER, CO

Past

October 22, 2020 - April 13, 2021

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

DENVER, CO

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
(9/18/2023)

IAR

Colorado
(9/18/2023)

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 66

Date: 11/25/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/22/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/12/2020

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

Joshua S. Goldin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Samuel Goldin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOCUSED ALPHA, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

IWP WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/2020

Series 7TO

Date: 10/22/2020

SIE

Date: 10/12/2020

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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