RIA Intel›Advisers›Colorado›AMAZONITE INVESTMENTS LLC

AMAZONITE INVESTMENTS LLC

Advisory

CO

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

Average account

$95K

across 66 accounts

AUM per adviser

$3M

2 advisers

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

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, LA, MS, TN, TX

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

66 clients

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

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Advisers of similar size in CO

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

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$7M

FINANCIAL LIFE JOURNEYS, LLC

$7M

SWALES FINANCIAL LLC

$6M

SILVERGATE CAPITAL MANAGEMENT, LLC

$6M

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