Unclaimed Profile

Matthew Douglas Medeiros

INSTITUTE FOR WEALTH MANAGEMENT LLC·DENVER, Colorado

Series 6, Series 7, Series 63Clean record27 years registeredINSTITUTE FOR WEALTH MANAGEMENT LLC

9878 W. BELLEVIEW AVE., DENVER, CO 80123CRD# 1413962Firm CRD# 127207

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Douglas Medeiros · DENVER, CO

Registration

CRD #1413962 · INSTITUTE FOR WEALTH MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

THE INSTITUTE

Jan 2018 – present

INSTITUTE FOR WEALTH

Aug 2003 – Jun 2004

DENVER, CO

THE INSTITUTE

Aug 2003 – Dec 2017

DENVER, CO

PEAK SECURITIES GROUP, INC.

Jan 1999 – Aug 2003

DENVER, CO

PEAK WEALTH MANAGEMENT LLC

Jan 1999 – Dec 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSTITUTE FOR WEALTH MANAGEMENT LLC

CRD 127207 · SEC 801-67624

AUM

$927M

Regulatory assets under management

Employees

1,787 client accounts

Services offered by INSTITUTE FOR WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INSTITUTE FOR WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Douglas Medeiros offer?

Matthew Douglas Medeiros specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Matthew Douglas Medeiros's credentials?

Matthew Douglas Medeiros is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Douglas Medeiros located?

Matthew Douglas Medeiros is based in DENVER, Colorado, working with INSTITUTE FOR WEALTH MANAGEMENT LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Matthew Douglas Medeiros charge for services?

Matthew Douglas Medeiros's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTE FOR WEALTH MANAGEMENT LLC?

INSTITUTE FOR WEALTH MANAGEMENT LLC has approximately 3 employees and manages $927M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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