Matt Medeiros

Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP.

Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX.