RIA Intel›Advisers›Colorado›ABERLE INVESTMENT MANAGEMENT LLC

ABERLE INVESTMENT MANAGEMENT LLC

Advisory

CO

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CO
#591
of 720 advisers by AUM
Average account
$408K
across 189 accounts
AUM per adviser
$39M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$77M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, IL, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

INVESTMENT RESEARCH CORP
DENVER, CO
$76M
+19.5% 1Y
CALEDONIA WEALTH MANAGEMENT, LTD.
BOULDER, CO
$78M
-9.5% 1Y
HART FINANCIAL, LLC
AKRON, CO
$79M
FUTURE CAPITAL MANAGEMENT INCORPORATED
CASTLE ROCK, CO
$79M
ACE WEALTH PARTNERS, LLC
WESTMINSTER, CO
$79M
WEALTH MANAGEMENT CONSULTANTS INC
DENVER, CO
$75M
+19.3% 1Y

Get the full picture on ABERLE INVESTMENT MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ABERLE INVESTMENT MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans