RIA IntelAdvisersColoradoBUSWELL ASSOCIATES, INC.

BUSWELL ASSOCIATES, INC.

Advisory

CO

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

Average account
$262K
across 129 accounts
AUM per adviser
$34M
1 advisers

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

Total AUM
$34M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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