RIA Intel›Advisers›Colorado›HEADWATERS FINANCIAL PLANNING, LLC

HEADWATERS FINANCIAL PLANNING, LLC

Advisory

CO

Data as of Feb 24, 2025 · Source: SEC Form ADV

Average account

$113K

across 8 accounts

AUM per adviser

$900K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2025.

Total AUM

$900K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$900K

Discretionary AUM$900K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

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.

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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

8 clients

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.

LOGRUS MANAGEMENT, LLC

$885K

361 INFRASTRUCTURE PARTNERS, LLC

$857K

MONUMENT WEALTH, INC

$949K

BARNETT INVESTMENT COUNSEL, LLC

$950K

AGILE WEALTH, LLC

$966K

ADRIAN & ASSOCIATES INC

GREENWOOD VILLAGE, CO

$975K

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