RIA IntelAdvisersColoradoADVENIRE WEALTH MANAGEMENT LLC

ADVENIRE WEALTH MANAGEMENT LLC

Advisory

COLORADO SPRINGS, CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CO
#558
of 720 advisers by AUM
Average account
$351K
across 258 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$90M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients139
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

OAKTREE FINANCIAL PLANNING, LLC
FORT COLLINS, CO
$90M
MUTUAL FUND PROTECTION SERVICE
DENVER, CO
$91M
-8.9% 1Y
CLARK BROTHERS, INC.
AURORA, CO
$90M
+260.0% 1Y
ESSENTIAL ADVISERS, INC.
DENVER, CO
$91M
-9.2% 1Y
LATHRAM FINANCIAL GROUP, LLC
$91M
DELVAUX WEALTH MANAGEMENT LLC
$91M

Get the full picture on ADVENIRE WEALTH MANAGEMENT LLC

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

Create a free account →See plans