Adrielle Lagda

Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars
• CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Iwp Family Office
  Denver, CO
• 03/2023 → 06/2025
  Pathstone
  Denver, CO
• 08/2022 → 08/2023
  Ambli Global Cuisine
  Denver, CO
• 06/2021 → 08/2022
  Osaka's
  Denver, CO
• 08/2018 → 05/2022
  University Of Colorado
  Boulder, CO
• 08/2014 → 05/2018
  Sweetwater High School
  Colorado Springs, CO

Previous Registrations

• 2026-02-18 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-22