Company Overview
- Headquarters
- 5619 DTC Parkway, Suite 600, Cherry Creek CO
- Website
- investmentsandwealth.org
- Phone
- (330) 770-3377
- Employees
- 66
- Founded in
- 1985
- Industry
- Financial Services
Financials & Stats
Revenue
$50B
Who is Investments Wealth Institute
The Investments & Wealth Institute is a professional membership association based in Cherry Creek, Colorado. The organization boasts 66 employees and generates an annual revenue of $50 million. The Investments & Wealth Institute serves the financial advice industry by providing educational and professional development resources. Their offerings include award-winning publications, continuing education programs, and three professional certification programs: the Certified Private Wealth Advisor® (CPWA®), the Retirement Management Advisor® (RMA®), and the Certified Investment Management Analyst® (CIMA®). These programs are designed for wealth managers, advisors, RIA teams, and enterprise-level decision makers in the financial advice industry. The Institute's commitment to serving the high and ultra-high-net-worth ecosystems is reflected in their focus on serving the most advanced practitioners in the financial advice industry. For more information about the Investments & Wealth Institute and its offerings, visit investmentsandwealth.org.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 50M | 13 | Henderson, NV | 1995 | |
| 50M | 8 | 2017 | ||
| 50M | 132 | New Berlin, WI | 1985 | |
| 50M | 12 | Stamford, CT | 2005 | |
| 50M | 342 | Washington, DC | 2014 |