Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001667731-25-000874
Filing Date
2025-07-18
Accepted
2025-07-18 09:07:24
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-18

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2185
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 258649
  Complete submission text file 0001667731-25-000874.txt   262061
Mailing Address 9878 W. BELLEVIEW AVE. #2306 DENVER CO 80123
Business Address 9878 W. BELLEVIEW AVE. #2306 DENVER CO 80123 877-572-3500
Institute for Wealth Management, LLC. (Filer) CIK: 0001533954 (see all company filings)

EIN.: 200013572 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-14899 | Film No.: 251132716