RIA Intel›Advisers›Colorado›BERENZ WEALTH MANAGEMENT, LLC

BERENZ WEALTH MANAGEMENT, LLC

Advisory

LITTLETON, CO

Data as of May 26, 2026 · Source: SEC Form ADV

Rank in CO

#645

of 720 advisers by AUM

Average account

$191K

across 284 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$587K

Discretionary %98.9%

Total Clients142

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

142 clients

30 high-net-worth

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

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