Feedback
Share
Link
Link copied!
Fund Codex
Wealth Management Consultants Colorado, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Wealth Management Consultants Colorado, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Denver, Colorado
$179.0 million AUM
1 office

Wealth Management Consultants Colorado, LLC is based in Denver, Colorado and has $179.0 million in assets under management.

Location
1600 Broadway
Suite 1460
Denver, CO 80202
Contact
$179.0 million
AUM
1
Employees
AUM Share
Link
Link copied!
Back to Top
$178,986,693
Assets under management
138 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 6 $3,423,807 2% $570,634
High net worth individuals 32 $175,562,886 98% $5,486,340
Employees Share
Link
Link copied!
Back to Top
1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$178,986,693
Assets under management
$178,986,693
AUM per employee
$178,986,693
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Wealth Management Consultants Colorado, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Wealth Management Consultants Colorado, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
Link
Link copied!
CRD number 226,545
SEC number 801-107347
Legal structure Limited Liability Company
Legal governance Colorado, United States
Latest ADV filing date March 25, 2020

Other Funds

See all...
Soundlink Partners, LLC
Fund: Under $1 billion
Pitzl Financial
Fund: $177,939,930
LV Advisory Spa
Fund: Under $1 billion
Dent Wealth Advisors
Fund: $261,232,454
Atlas Holdings LLC
Fund: $3,823,196,304
Helios Capital Management Pte. LTD
Fund: Under $1 billion
Aquilo Capital Management, LLC
Fund: $459,251,000

Other Funds

See all...
Brook Bay General Partner II Limited
Fund: Under $1 billion
Sightline Wealth Advisors, LLC
Fund: $185,201,460
TC Wealth Partners, LLC
Fund: $901,165,231
MG Financial LLC
Fund: $1,183,785,512
Larson Financial Group, LLC
Fund: $1,471,571,000
Quamvest S.A.
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Wealth Management Consultants Colorado, LLC

See all...