Investments & Wealth Institute

$11.0M revenue • 50 employees • 5619 DTC Pkwy, 80111, Greenwood Village, CO, United States

Last Updated Oct 29, 2025

Company Overview

Company Name

Investments & Wealth Institute

Address

5619 DTC Pkwy, 80111, Greenwood Village, CO, United States

Approx. Annual Revenue

$11.0M

Employees

50

Established

2016

Google Reviews

5.0 (2 reviews)

About Investments & Wealth Institute

The Investments & Wealth Institute is a leading association for financial advisors and wealth management professionals, headquartered in Greenwood Village, Colorado, United States. The Institute offers prestigious certifications, including the CIMA, CPWA, and RMA, providing advanced education and industry-leading standards for its members.

Business Profile

Read from the Investments & Wealth Institute website on Oct 21, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

About the website

Website quality (AI-assessed)
8/10 · Current copyright 2026; Complete navigation and content
Footer copyright year
2026

Recent changes

What changed on the Investments & Wealth Institute website and Google listing, as detected by Coldlytics on each visit.

  1. Anniversary announced

    celebrating 40 years in 2025

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Frequently Asked Questions about Investments & Wealth Institute

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Key Decision Makers

Sean Walters CEO
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