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| Keyboard |
| Panorama Wealth Advisors
✚
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|
|---|---|
| CRD # | 324199 |
| SEC # | 801-127465 |
| CIK # | |
| AUM | 133.7 M (2026-03-31) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| 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) | 161 | 55.5 |
| (b) Individuals (high net worth individuals) | 39 | 78.2 |
| (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 | 541 | 133.7 |
| By Discretionary | ||
| Discretionary | 541 | 133.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 541 | 133.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.7 | |
| Total | 541 | 133.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
S & D Financial LLC
✚
|
TX | 134.2 M |
|
Murray Financial Services Inc
✚
|
CA | 134.0 M |
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 133.9 M |
|
GW Financial Inc
✚
|
NV | 133.8 M |
|
Anderson Griggs & Company Inc
✚
|
SC | 133.6 M |
|
LaSalle Investment Advisors Inc
✚
|
WI | 133.6 M |
|
Garhwal Chan & Williams Inc
✚
|
CA | 133.6 M |
|
Loyd Financial Management Inc
✚
|
CO | 133.5 M |
|
Elm Capital Management LLC
✚
|
PA | 133.4 M |
|
Hayes Wealth Advisors LLC
✚
|
133.3 M |