Fiscal year ending 2024. Filed on November 17, 2025.
5619 Dtc Parkway 600
Greenwood Village, Colorado 80111
Investments & Wealth Foundation (EIN: 87-4617128) has filed an IRS Form 990 since fiscal year 2022. In its fiscal year 2024 IRS Form 990 filing, Investments & Wealth Foundation, a 501(c)(3) charitable organization, reported compensation for 4 employees. Among the employees shown here, the average compensation is $362,228. The highest compensated employee at Investments & Wealth Foundation is Sean Walters with fiscal year 2024 compensation of $708,147.
Revenue
Expenses
Employee compensation
THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT OF TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION.
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