RIA Intel›Advisers›Colorado›CHERRY CREEK FINANCIAL ADVISORS, INC.

CHERRY CREEK FINANCIAL ADVISORS, INC.

Advisory

Data as of Jun 7, 2026 · Source: SEC Form ADV

Average account

$148K

across 147 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 7, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients103

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNE, 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

103 clients

12 high-net-worth

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

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