Wealth Management Consultants Colorado LLC

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Assets, Funds, Holdings

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Wealth Management Consultants Colorado LLC
CRD #226545
SEC #801-107347
CIK #
AUM $292.2 MM (2024-03-18)
Employees 2 (50% Investors, 0% Brokers)
Phone720-938-6436
Address21 Waterway Avenue
The Woodlands, TX 77380
Source [IAPD]
Total AUM ($MM)
3002401801206002009201420192025
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
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