Lindsey Nicole Brown

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

• 07/2018 → 09/2022
  Wedbush Securities
  Denver, CO
• 09/2017 → 07/2018
  Mountain Vista Eyecare & Dry Eye Center
  Littleton, CO
• 06/2017 → 08/2017
  Unemployed
  Littleton, CO
• 12/2016 → 05/2017
  General Motors
  Spring Hill, TN
• 01/2016 → 12/2016
  Ccad Reprographics
  Nashville, TN
• 09/2022 → 05/2026
  Iwp Wealth Management Llc
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Previous Registrations

• 2023-09-29 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-08-26