RIA Intel›Advisers›Colorado›CM20 WEALTH MANAGEMENT, LLC

CM20 WEALTH MANAGEMENT, LLC

Advisory

CO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$821K

across 24 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

10 clients

7 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

BALANCED WEALTH PARTNERS LLC

FORT COLLINS, CO

$20M

PRAXIS ADVISORY GROUP INC

$20M

STRATEGIES INVESTMENT MANAGEMENT, LLC

$20M

BIGHORN ASSET MANAGEMENT, LLC

$20M

CAPITAL PRESERVATION INC

$20M

CHAPEL & COLLINS, LLC

FORT COLLINS, CO

$20M

Get the full picture on CM20 WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CM20 WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans