A complete list of active advisors currently associated with IWM

Warmer can help you find a great advisor at IWM or one who fits your needs even better.

IWM New York Inc. provides discretionary portfolio management through a digital platform and advisor support, targeting affluent individuals from emerging markets in Africa, Latin America, and the Middle East who seek access to U.S. banking and global investment opportunities. The brochure frames services around addressing challenges these clients often face, such as local currency instability, capital controls, and limited access to global markets. The firm describes a structured, risk‑based investment process that begins with detailed client profiling and uses conservative, moderate, and aggressive model allocations built primarily from low‑cost, broadly diversified ETFs, with regular rebalancing and annual reviews. Implementation is conducted via an integrated, API‑driven custody and execution platform, and model outputs are combined with professional judgment rather than relied on exclusively. Distinctive features include a technology-first operating model that leans on a single integrated brokerage/custodian connection and an explicit client focus on cross‑border, underserved investors from emerging markets, while the adviser is newly formed and reported no assets under management at the time of the filing. The firm’s founder holds both executive and compliance oversight responsibilities, and the brochure emphasizes individualized discretionary accounts and tailored solutions rather than pooled institutional vehicles.

To learn more about the advisors currently working at IWM, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.