Investments & Wealth Institute:
A Trade Group for Managed Accounts Oriented Financial Advisors

Recently Released!!!
Date Published: April 24, 2019
Summary PowerPoint Deck: 33 Slides

Reference PowerPoint Deck: 111 Slides

Investments & Wealth Institute was founded in 1985 and is based in Denver, CO. The organization has one office, 34 employees, 38 member countries, 12,000 members, and $13.6 million revenues. Investments & Wealth Institute is led by its President Gerry Bridgeman & Executive Director Sean Walters. Its web site can be found at

Investments & Wealth Institute's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Institute for Certified Investment Management Consultants (ICIMC) Stand-Alone Phase
  • Executive Turnover Phase
Its profile includes the key statistics of the organization, including its number of offices, employees, member countries, members, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:
  • Designations
    • Certified Investment Management Analyst (CIMA)
    • Certified Private Wealth Advisor (CPWA)
  • Conferences
    • Annual Conference
    • Winter Institute
    • Investment Advisor Forum
    • Private Wealth Advisor Conference
    • Master Series
    • Specialty Conferences
  • Publications
    • Investment & Wealth Monitor
    • Journal of Investment Consulting
  • Legislative Network
  • Membership Discounts
And its profile concludes with the highlights of its organizational structure & ownership.
Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.