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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Consultants Colorado LLC
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|---|---|
| CRD # | 226545 |
| SEC # | 801-107347 |
| CIK # | |
| AUM | $302.5 M (2025-03-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 720-938-6436 |
| Address | 21 Waterway Avenue The Woodlands, TX 77380 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.9 |
| (b) Individuals (high net worth individuals) | 36 | 300.6 |
| (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 | 167 | 302.5 |
| By Discretionary | ||
| Discretionary | 149 | 266.2 |
| Non-Discretionary | 18 | 36.3 |
| Total | 167 | 302.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.5 | |
| Total | 167 | 302.5 |
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|---|---|---|
|
Joseph P Lucia & Associates LLC
✚
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Outwing LLC
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JPS Financial LLC
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|
Watershed Private Wealth LLC
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|
IL | 0.3 |
|
Crestmont Private Wealth LLC
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|
TX | 0.3 |
|
Old Bridge Capital Management Private Limited
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|
0.3 | |
|
Clay Northam Wealth Management LLC
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|
CA | 0.3 |
|
Green Ridge Wealth Planning LLC
✚
|
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