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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Panorama Wealth Advisors
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|---|---|
| CRD # | 324199 |
| SEC # | 801-127465 |
| CIK # | |
| AUM | $115.1 M (2025-03-28) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 720-356-0779 |
| Address | 5619 Dtc Parkway Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 53.7 |
| (b) Individuals (high net worth individuals) | 51 | 61.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 115.1 |
| By Discretionary | ||
| Discretionary | 533 | 115.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 533 | 115.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.1 | |
| Total | 533 | 115.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Loyd Financial Management Inc
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|
CO | 0.1 |
|
Wealth Planning Asset Management Limited Liability Company
✚
|
NJ | 0.1 |
|
Alpine Hill Advisors LLC
✚
|
CT | 0.1 |
|
Toberman Becker Wealth LLC
✚
|
MO | 0.1 |
|
Allaria Asset Management LLC
✚
|
FL | 0.1 |
|
Wiser Advisor Group LLC
✚
|
0.1 | |
|
Omicron Advisors LLC
✚
|
PA | 0.1 |
|
Bassett Hargrove Investment Counsel LLC
✚
|
PA | 0.1 |
|
Laidlaw Wealth Management LLC
✚
|
NY | 0.1 |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 0.1 |