Jerrel Lee Armstrong

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

• 04/2021 → 05/2026
  Iwp Wealth Management Llc
  Denver, CO
• 07/2006 → Present
  Self-Employed
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Previous Registrations

• 2022-01-17 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO

Other Businesses

name; Willow Creek Capital whether the business is investment-related; yes the address of the other business; 191 University Blvd, Suite 580, Denver CO 80206 the nature of the other business; Real Estate your position; Managing Partner title, or relationship with the other business; owner the start date of your relationship; 8/2010 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 briefly describe your duties relating to the other business; Manage investments in REO and loans secured by first liens

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-22
• S63 Uniform Securities Agent State Law Examination
  1996-12-02