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

FLATIRONS WEALTH MANAGEMENT, LLC

Advisory

CO

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in CO

#665

of 720 advisers by AUM

Average account

$184K

across 266 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients116

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, 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

116 clients

43 high-net-worth

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

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

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