Institute FOR Wealth Management LLC

Institute for Wealth Management LLC, a Delaware-based Limited Liability Company, has been approved by the U.S. Securities and Exchange Commission since March 2007. With a team of five employees, three of whom offer advisory services, the number of clients served by the firm is currently unknown.

• ARMIN KRAMER SARABI

  GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER owns less than 5%

• INSTITUTE FOR WEALTH HOLDINGS, INC.

  SHAREHOLDER owns 75% or more

• JEFFERY FRANDS JORGENSEN

  CHIEF OPERATIONS OFFICER owns less than 5%

• MATTHEW DOUGLAS MEDEIROS

  PRESIDENT, CHIEF EXECUTIVE OFFICER owns less than 5%

• MATTHEW DOUGLAS MEDEIROS

  SHAREHOLDER owns more than 25% but less than 50%

• CHARLES SCHWAB & CO., INC.
  United States

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