RIA Intel›Advisers›Colorado›ADVENTURE WEALTH ADVISORS, LLC

ADVENTURE WEALTH ADVISORS, LLC

Advisory

CO

Data as of Aug 24, 2026 · Source: SEC Form ADV

Average account
$1M
across 31 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
31
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, 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.

SALT BLOCKCHAIN ASSET PARTNERS, LLC
DENVER, CO
$31M
0.0% 1Y
FTNCM, LLC
LITTLETON, CO
$31M
EVERGREEN INVESTING, LLC
$31M
SKIHAWK CAPITAL PARTNERS, LLC
COLORADO SPRINGS, CO
$31M
BW FINANCIAL LLC
$31M
NEW LIGHT FINANCIAL LLC
ENGLEWOOD, CO
$31M

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