|
⚲
|
| Keyboard |
| Wealth Management Consultants Colorado LLC
✚
|
|
|---|---|
| CRD # | 226545 |
| SEC # | 801-107347 |
| CIK # | |
| AUM | 302.5 M (2026-01-09) |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Guilbault Capital LLC
✚
|
LA | 303.8 M |
|
Ceera Investments LLC
✚
|
303.7 M | |
|
Integrated Financial Solutions Inc
✚
|
VA | 303.3 M |
|
Beckerman Institutional LLC
✚
|
NJ | 303.3 M |
|
Abbot Financial Management Inc
✚
|
MA | 303.0 M |
|
Albanyadvisor Group LLC
✚
|
NY | 302.8 M |
|
Access Financial Group Inc
✚
|
IL | 302.3 M |
|
Fai Advisors Inc
✚
|
MI | 302.0 M |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 301.9 M |
|
Core Financial Partners Inc
✚
|
CA | 301.7 M |