⚲
|
Wealth Management Consultants Colorado LLC
✚
|
|
---|---|
CRD # | 226545 |
SEC # | 801-107347 |
CIK # | |
AUM | $292.2 MM (2024-03-18) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 720-938-6436 |
Address | 21 Waterway Avenue The Woodlands, TX 77380 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6 | 1.9 |
(b) Individuals (high net worth individuals) | 40 | 290.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 180 | 292.2 |
By Discretionary | ||
Discretionary | 153 | 236.0 |
Non-Discretionary | 27 | 56.2 |
Total | 180 | 292.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 292.2 | |
Total | 180 | 292.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
Causey Wealth LLC
✚
|
CO | 0.3 |
Note Advisors LLC
✚
|
NY | 0.3 |
Wayfinding Financial LLC
✚
|
WA | 0.3 |
Spectrum Financial Inc
✚
|
VA | 0.3 |
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
Cadence Wealth Management LLC
✚
|
MA | 0.3 |
FSA Advisors Inc
✚
|
MI | 0.3 |
Stonebridge Capital Management Inc
✚
|
CA | 0.3 |