Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
IWM Advisors is a New York-based independent advisory firm with over 30 years of experience, specializing in financial planning and asset management. While primarily focused on wealth transfer strategies, the firm emphasizes customized solutions to protect and grow client assets without commissions or referral fees.
Unlock mandates & allocation signals
See IWM Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
IWP Family Office
Colorado, United States
IWP Family Office, headquartered in Denver, Colorado, is a multi-family office established in 2005 that focuses on personalized wealth preservation and growth through diversified investment portfolios including real estate equity and debt, private equity, and hedge funds, emphasizing risk mitigation and tax efficiency.
Family Office
WM - Integrated Wealth Management Ltd.
Herzliya Pituach, Israel
WM is a family office and investment firm based in Herzliya Pituach, Israel, serving ultra-high-net-worth families with tailored financial services including asset allocation, investment strategy, tax solutions, and intergenerational wealth transfer through a global advisor network. CEO Shaul Shneider leads the firm with decades of financial expertise.
Family Office
IWC Wealth | Integrated
John Jemison, United States
IWC Trust, based in Reno, Nevada, specializes in advanced tax mitigation and advisory services for U.S. middle market business owners, focusing on min...
Family Office
Wealthstream Advisors
New York, United States
Founded in 1996 and located in New York, Wealthstream Advisors, Inc. is an independent Registered Investment Adviser focused on comprehensive wealth management, emphasizing personalized financial planning and investment strategies. The firm manages assets for high-net-worth clients, including retirees and business owners, leveraging experienced advisors committed to delivering tailored advice without conflicts of interest.
Family Office
WMG Advisors LLP
United Kingdom, United Kingdom
WMG Advisors LLP, based in London and founded in 2004, is an independent private investment office specializing in global real estate, capital markets...
Family Office
Family Wealth Advisors Ltd
Israel
Family Wealth Advisors, based in Herzliya, Israel, is an independent boutique family office providing tailored wealth management services to high-net-worth individuals and families. The firm emphasizes customized advisory solutions based on risk management and market unpredictability principles.