RIA Intel›Advisers›Colorado›BLUE ROOM INVESTMENT ADVISORS LLC

BLUE ROOM INVESTMENT ADVISORS LLC

Advisory

DENVER, CO

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

Average account

$6M

across 2 accounts

AUM per adviser

$3M

4 advisers

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

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees4

Investment Advisers4

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

1 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.

LEWIS WEALTH MANAGEMENT, LLC

LITTLETON, CO

$12M

ADVANTAGE FINANCIAL SERVICES, INC.

LITTLETON, CO

$13M

JOHNSTON INVESTMENT ADVISORY SERVICES, LLC

$12M

KIRK, JAMES, MICHAEL

$12M

FREDERICK HOLMES CRON

$13M

ASSET SOLUTIONS ADVISORY SERVICES, INC

$12M

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