|
⚲
|
| ATON Advisors LLC
✚
|
|
|---|---|
| CRD # | 154036 |
| SEC # | 801-135573 |
| CIK # | |
| AUM | $116.4 M (2026-02-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-957-5685 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 15.4 |
| (b) Individuals (high net worth individuals) | 37 | 81.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 19.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 280 | 116.4 |
| By Discretionary | ||
| Discretionary | 280 | 116.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 280 | 116.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.4 | |
| Total | 280 | 116.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allpoint Financial Group LLC
✚
|
CA | 0.1 |
|
Investment Managers Group LLC
✚
|
CA | 0.1 |
|
VOLK Financial LLC
✚
|
ME | 0.1 |
|
Solyco Wealth LLC
✚
|
MI | 0.1 |
|
Salvini Brooke Alison
✚
|
0.1 | |
|
Ryzome Investment Advisors LLC
✚
|
MI | 0.1 |
|
Pathway Wealth Management LLC
✚
|
TX | 0.1 |
|
Modern Financial Planning LLC
✚
|
TX | 0.1 |
|
Benson Wealth Management Inc
✚
|
0.1 | |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |