RIA Intel›Advisers›Nevada›A TO Z ASSET ADVISORS, LLC

A TO Z ASSET ADVISORS, LLC

Advisory

NV

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$112K

across 142 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

WHITE ASPEN CAPITAL LLC

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JMN INVESTMENT MANAGEMENT LLC

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MELISSA MATSON LLC

$15M

SG RETIREMENT PLANNING LLC

$18M

$18M

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