RIA Intel›Advisers›Colorado›FRUITAGE FINANCIAL LLC

FRUITAGE FINANCIAL LLC

Advisory

FORT COLLINS, CO

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CO

#572

of 720 advisers by AUM

Average account

$372K

across 222 accounts

AUM per adviser

$83M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$0

Non-Discretionary AUM$83M

Discretionary %0%

Total Clients56

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, FL, MO

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

56 clients

14 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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