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HALCYON WEALTH MANAGEMENT

Advisory

BOULDER, CO

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CO

#562

of 720 advisers by AUM

Average account

$907K

across 98 accounts

AUM per adviser

$89M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$89M

Discretionary %

80.5%

Clients

23

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$89M

Discretionary AUM$72M

Non-Discretionary AUM$17M

Discretionary %80.5%

Total Clients23

Team

Total Employees1

Investment Advisers1

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.

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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

23 clients

23 high-net-worth

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

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Advisers of similar size in CO

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

PLATTE RIVER CAPITAL, LLC

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PEAK FINANCIAL GUIDANCE LLC

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$89M

RED LADY CAPITAL, LLC

CRESTED BUTTE, CO

$88M

CLARK BROTHERS, INC.

AURORA, CO

$90M

+260.0% 1Y

OAKTREE FINANCIAL PLANNING, LLC

FORT COLLINS, CO

$90M

ADVENIRE WEALTH MANAGEMENT LLC

COLORADO SPRINGS, CO

$90M

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