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IWP Wealth Management LLCForm CRS Client Relationship SummaryMarch 2024Introduction IWP Wealth Management LLC (IWP) is an investment adviser registered with the U.S. Securities and Exchange Commission.

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What is form crs - iwp?

Form CRS-IWP is a regulatory document used by investment advisers and broker-dealers to provide a summary of their services, fees, and potential conflicts of interest to their clients.

Who is required to file form crs - iwp?

Investment advisers and broker-dealers who are registered with the Securities and Exchange Commission (SEC) or state regulators are required to file Form CRS-IWP.

How to fill out form crs - iwp?

To fill out Form CRS-IWP, firms should provide clear and concise information regarding their services, fees, investment strategies, and conflicts of interest, using the prescribed format and language outlined by regulatory authorities.

What is the purpose of form crs - iwp?

The purpose of Form CRS-IWP is to enhance communication between financial firms and their clients by summarizing important information that helps clients make informed decisions about investment services.

What information must be reported on form crs - iwp?

Form CRS-IWP must report information about the firm’s services, fees and costs, conflicts of interest, disciplinary history, and other relevant client inquiries.

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