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INVESTMENTS & WEALTH FOUNDATION

EIN: 87-4617128Greenwood Village, COZIP: 80111
B82 - Education501(c)(3)

Mission

THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT OF TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION.

Financials

YearRevenueExpensesAssets
2023$328k$0$139k

Compensation

SEAN WALTERS
Iwi CEO/Executive Director
director (operational)
$0
$0
$0
$135,157
ANGELA LUTTERMAN
Iwi CFO
chief financial officer
$0
$0
$0
$56,567
IRA COX
Director
board member
$0
$0
$0
$0
EILIN CABUTTO
Director
board member
$0
$0
$0
$0
DESIREE MALDONADO
Vice Chair
board vice chair
$0
$0
$0
$0
KEVIN SANCHEZ
Director
board member
$0
$0
$0
$0
KAREN HEATH-WADE
Director
board member
$0
$0
$0
$0
ELIZABETH ANDERSON
Board Chair
board chair
$0
$0
$0
$0
BETSY PIPER-BACH
Director
board member
$0
$0
$0
$0
LUCRECE DOSSOU
Director
board member
$0
$0
$0
$0
JOHN GRANZOW
Director
board member
$0
$0
$0
$0

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