Tamara Jean Ward

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

• 12/2010 → 05/2026
  Iwp Wealth Management Llc
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Previous Registrations

• 2012-03-27 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO
• 2007-02-09 → 2011-11-29
  Aureus Asset Management, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-05
• S63 Uniform Securities Agent State Law Examination
  2000-07-07

Designations

• Certified Financial Planner

Other Names

• Tamara Jean Payne